Emery Howard Portfolio Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Emery Howard Portfolio Management’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
2021 Q4	$1.25M	Buy	14,378 +24	+0.2%	+$1.98K	0.16%	23
2021 Q3	$1.07M	Buy	14,354 +812	+6%	+$62.6K	0.16%	22
2021 Q2	$1M	Buy	13,542 +22	+0.2%	+$1.54K	0.15%	22
2021 Q1	$898K	Buy	13,520 +9,744	+258%	+$643K	0.15%	21
2020 Q4	$245K	Sell	3,776 -2,248	-37%	-$137K	0.04%	33
2020 Q3	$352K	Buy	6,024 +12	+0.2%	+$678	0.07%	28
2020 Q2	$314K	Buy	6,012 +334	+6%	+$15.7K	0.07%	29
2020 Q1	$228K	Buy	5,678 +24	+0.4%	+$1.09K	0.06%	31
2019 Q4	$259K	Buy	5,654 +450	+9%	+$19.3K	0.05%	32
2019 Q3	$210K	Sell	5,204 -966	-16%	-$38.6K	0.04%	33
2019 Q2	$241K	Buy	6,170 +22	+0.4%	+$839	0.05%	32
2019 Q1	$227K	Buy	+6,148	New	+$210K	0.05%	33
2018 Q4	–	Sell	-6,246	Closed	-$235K	–	34
2018 Q3	$235K	Sell	6,246 -1,182	-16%	-$43.4K	0.05%	33
2018 Q2	$258K	Buy	+7,428	New	+$255K	0.06%	33

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Emery Howard Portfolio Management's XLK Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.17% in Q4 2021, buying an estimated $1.98K and bringing the position to 14,378 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #23.

Emery Howard Portfolio Management first reported a position in XLK in Q2 2018 and has held it in 14 quarters since. 1,627 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

Emery Howard Portfolio Management held 14,378 shares of State Street Technology Select Sector SPDR ETF worth $1.25M as of Q4 2021.
Emery Howard Portfolio Management bought 24 State Street Technology Select Sector SPDR ETF shares in Q4 2021, an estimated $1.98K.
State Street Technology Select Sector SPDR ETF made up 0.16% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #23 holding.
Emery Howard Portfolio Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 14 quarters since.
1,627 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.