Fortem Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-29,340
Closed -$2.55M 185
2021
Q4
$2.55M Buy
+29,340
New +$2.42M 1.16% 24
2021
Q1
Sell
-520
Closed -$34K 441
2020
Q4
$34K Buy
+520
New +$31.7K 0.02% 273

Other funds holding XLK

Fortem Financial Group's XLK Position: Q1 2022 in Review

Fortem Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 29,340 shares — an estimated $2.55M sold.

Fortem Financial Group first reported a position in XLK in Q4 2020 and held it in 2 quarters. The position peaked at $2.55M in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

  • Fortem Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Fortem Financial Group sold 29,340 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $2.55M.
  • Fortem Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Fortem Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $2.55M in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Fortem Financial Group's 13F filing for Q1 2022, filed 27 Apr 2022.