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EdgeRock Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

EdgeRock Capital’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,702
Closed -$101K – 410
2022
Q3 		$101K Buy
+1,702
New +$116K 0.06% 77

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EdgeRock Capital's XLK Position: Q4 2022 in Review

EdgeRock Capital sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 1,702 shares — an estimated $101K sold.

EdgeRock Capital first reported a position in XLK in Q3 2022 and held it in 1 quarter. The position peaked at $101K in Q3 2022. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

  • EdgeRock Capital reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 1,702 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $101K.
  • EdgeRock Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's State Street Technology Select Sector SPDR ETF position peaked at $101K in Q3 2022.
  • 1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.