HWMA
XLK icon

Heritage Wealth Management (Arizona)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$655K Sell
5,790
-200
-3% -$21.1K 0.36% 64
2024
Q1 		$624K Sell
5,990
-342
-5% -$34.6K 0.32% 70
2023
Q4 		$609K Buy
+6,332
New +$564K 0.33% 71
2022
Q4 		$957K Buy
15,388
+7,420
+93% +$471K 0.14% 116
2022
Q3 		$473K Buy
7,968
+10
+0.1% +$682 0.15% 105
2022
Q2 		$506K Sell
7,958
-740
-9% -$51.5K 0.17% 100
2022
Q1 		$691K Buy
+8,698
New +$683K 0.19% 91
2021
Q3 		$648K Sell
8,680
-308
-3% -$23.8K 0.23% 77
2021
Q2 		$664K Buy
+8,988
New +$630K 0.25% 79

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return