HCIA
XLK icon

Hochman Cole Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$18.5M Sell
247,664
-974
-0.4% -$75.1K 7.24% 1
2021
Q2 		$18.4M Sell
248,638
-11,026
-4% -$772K 7.33% 1
2021
Q1 		$17.2M Sell
259,664
-13,416
-5% -$886K 7.24% 1
2020
Q4 		$17.8M Sell
273,080
-4,054
-1% -$247K 7.65% 1
2020
Q3 		$16.2M Buy
277,134
+4,030
+1% +$228K 7.96% 1
2020
Q2 		$14.3M Buy
273,104
+3,780
+1% +$178K 7.87% 1
2020
Q1 		$10.8M Sell
269,324
-8,102
-3% -$370K 7.43% 2
2019
Q4 		$12.7M Sell
277,426
-14,500
-5% -$621K 6.93% 2
2019
Q3 		$11.8M Sell
291,926
-25,470
-8% -$1.02M 7.34% 2
2019
Q2 		$12.4M Sell
317,396
-4,564
-1% -$174K 7.39% 3
2019
Q1 		$11.9M Sell
321,960
-2,202
-0.7% -$75.3K 7.1% 3
2018
Q4 		$10M Sell
324,162
-2,862
-0.9% -$96.8K 6.91% 2
2018
Q3 		$12.3M Sell
327,024
-190
-0.1% -$6.97K 7.67% 2
2018
Q2 		$11.4M Sell
327,214
-8,460
-3% -$290K 7.47% 2
2018
Q1 		$11M Sell
335,674
-9,854
-3% -$331K 7.66% 2
2017
Q4 		$11M Sell
345,528
-7,500
-2% -$235K 6.96% 2
2017
Q3 		$10.4M Buy
353,028
+244
+0.1% +$7.03K 6.83% 2
2017
Q2 		$9.65M Buy
352,784
+15,800
+5% +$435K 6.68% 2
2017
Q1 		$8.98M Sell
336,984
-8,512
-2% -$219K 6.52% 2
2016
Q4 		$8.35M Buy
345,496
+2,852
+0.8% +$68.1K 6.05% 3
2016
Q3 		$8.19M Buy
342,644
+7,976
+2% +$185K 6.1% 2
2016
Q2 		$7.26M Buy
334,668
+2,362
+0.7% +$51.2K 5.95% 3
2016
Q1 		$7.37M Buy
332,306
+5,340
+2% +$110K 6.28% 2
2015
Q4 		$7M Buy
+326,966
New +$7.04M 5.94% 2

Other funds holding XLK

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hochman Cole Investment Advisors's XLK Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.39% in Q3 2021, selling an estimated $75.1K and leaving 247,664 shares worth $18.5M. The position accounts for 7.24% of the portfolio, ranked #1.

Hochman Cole Investment Advisors first reported a position in XLK in Q4 2015 and has held it in 24 quarters since. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

  • Hochman Cole Investment Advisors held 247,664 shares of State Street Technology Select Sector SPDR ETF worth $18.5M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 974 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $75.1K.
  • State Street Technology Select Sector SPDR ETF made up 7.24% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #1 holding.
  • Hochman Cole Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and has held it in 24 quarters since.
  • 1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.