HC Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

HC Financial Advisors’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	$12K	Hold	190	–	–	0.01%	224
2022 Q1	$15K	Hold	190	–	–	0.01%	210
2021 Q4	$17K	Hold	190	–	–	0.01%	215
2021 Q3	$14K	Hold	190	–	–	0.01%	223
2021 Q2	$14K	Hold	190	–	–	0.01%	219
2021 Q1	$13K	Hold	190	–	–	0.01%	233
2020 Q4	$12K	Hold	190	–	–	0.01%	258
2020 Q3	$11K	Hold	190	–	–	0.01%	251
2020 Q2	$10K	Hold	190	–	–	0.01%	244
2020 Q1	$8K	Buy	+190	New	+$8.67K	0.01%	261

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

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

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

HC Financial Advisors's XLK Position: Q2 2022 in Review

HC Financial Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2022 at 190 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #224.

HC Financial Advisors first reported a position in XLK in Q1 2020 and has held it in 10 quarters since. The position peaked at $17K in Q4 2021. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

HC Financial Advisors held 190 shares of State Street Technology Select Sector SPDR ETF worth $12K as of Q2 2022.
HC Financial Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Technology Select Sector SPDR ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #224 holding.
HC Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $17K in Q4 2021.
1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.