FundX Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

FundX Investment Group’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	$3.42M	Buy	39,312 +34,056	+648%	+$2.8M	0.83%	20
2021 Q3	$392K	Hold	5,256	–	–	0.19%	33
2021 Q2	$2.92K	Hold	5,256	–	–	0.3%	16
2021 Q1	$349K	Sell	5,256 -110,926	-95%	-$7.32M	0.2%	33
2020 Q4	$7.55M	Sell	116,182 -6,148	-5%	-$374K	3.15%	11
2020 Q3	$7.14M	Sell	122,330 -18,906	-13%	-$1.07M	2.74%	11
2020 Q2	$7.38M	Sell	141,236 -2,190	-2%	-$103K	3.12%	14
2020 Q1	$5.76M	Buy	143,426 +10,574	+8%	+$483K	2.12%	12
2019 Q4	$6.09M	Buy	132,852 +15,560	+13%	+$666K	1.64%	13
2019 Q3	$4.72M	Buy	+117,292	New	+$4.69M	1.68%	12
2016 Q2	–	Sell	-116,408	Closed	-$2.58M	–	39
2016 Q1	$2.58M	Sell	116,408 -240	-0.2%	-$4.96K	0.64%	21
2015 Q4	$2.5M	Buy	+116,648	New	+$2.51M	0.82%	13

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 $424B AUM 22.94% 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 $83.7B AUM 27.22% 1-Year Est. Return

FundX Investment Group's XLK Position: Q4 2021 in Review

FundX Investment Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 648% in Q4 2021, buying an estimated $2.8M and bringing the position to 39,312 shares worth $3.42M. The position accounts for 0.83% of the portfolio, ranked #20.

FundX Investment Group first reported a position in XLK in Q4 2015 and has held it in 12 quarters since. The position peaked at $7.55M in Q4 2020. 1,628 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

FundX Investment Group held 39,312 shares of State Street Technology Select Sector SPDR ETF worth $3.42M as of Q4 2021.
FundX Investment Group bought 34,056 State Street Technology Select Sector SPDR ETF shares in Q4 2021, an estimated $2.8M.
State Street Technology Select Sector SPDR ETF made up 0.83% of FundX Investment Group's portfolio in Q4 2021, its #20 holding.
FundX Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 12 quarters since.
FundX Investment Group's State Street Technology Select Sector SPDR ETF position peaked at $7.55M in Q4 2020.
1,628 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.