Frontier Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Frontier Wealth 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
2022 Q2	$740K	Buy	11,648 +80	+0.7%	+$5.57K	0.05%	202
2022 Q1	$855K	Buy	11,568 +36	+0.3%	+$2.83K	0.01%	195
2021 Q4	$1M	Buy	11,532 +1,206	+12%	+$99.3K	0.07%	193
2021 Q3	$771K	Buy	10,326 +116	+1%	+$8.95K	0.05%	220
2021 Q2	$754K	Buy	+10,210	New	+$715K	0.05%	211
2019 Q2	–	Sell	-6,664	Closed	-$247K	–	375
2019 Q1	$247K	Sell	6,664 -828	-11%	-$28.3K	0.03%	309
2018 Q4	$232K	Sell	7,492 -1,400	-16%	-$47.4K	0.04%	307
2018 Q3	$335K	Buy	+8,892	New	+$326K	0.03%	284
2015 Q3	–	Sell	-20,440	Closed	-$423K	–	363
2015 Q2	$423K	Hold	20,440	–	–	0.07%	220
2015 Q1	$424K	Hold	20,440	–	–	0.07%	188
2014 Q4	$423K	Buy	+20,440	New	+$414K	0.08%	158

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Frontier Wealth Management's XLK Position: Q2 2022 in Review

Frontier Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.69% in Q2 2022, buying an estimated $5.57K and bringing the position to 11,648 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #202.

Frontier Wealth Management first reported a position in XLK in Q4 2014 and has held it in 11 quarters since. The position peaked at $1M in Q4 2021. 1,491 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

Frontier Wealth Management held 11,648 shares of State Street Technology Select Sector SPDR ETF worth $740K as of Q2 2022.
Frontier Wealth Management bought 80 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $5.57K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #202 holding.
Frontier Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 11 quarters since.
Frontier Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1M in Q4 2021.
1,491 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.