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

Independence 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
2020 Q3	$286K	Sell	4,906 -240	-5%	-$13.6K	0.06%	74
2020 Q2	$269K	Sell	5,146 -164	-3%	-$7.71K	0.06%	74
2020 Q1	$213K	Sell	5,310 -530	-9%	-$24.2K	0.06%	76
2019 Q4	$268K	Sell	5,840 -868	-13%	-$37.2K	0.06%	78
2019 Q3	$270K	Buy	6,708 +1,240	+23%	+$49.6K	0.07%	77
2019 Q2	$213K	Hold	5,468	–	–	0.05%	94
2019 Q1	$202K	Buy	+5,468	New	+$187K	0.06%	92
2018 Q4	–	Sell	-5,330	Closed	-$201K	–	96
2018 Q3	$201K	Buy	+5,330	New	+$195K	0.06%	88

Other funds holding XLK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Independence Advisors's XLK Position: Q3 2020 in Review

Independence Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.7% in Q3 2020, selling an estimated $13.6K and leaving 4,906 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #74.

Independence Advisors first reported a position in XLK in Q3 2018 and has held it in 8 quarters since. 1,229 funds tracked by Wall St. Rank hold XLK as of Q3 2020.

Independence Advisors held 4,906 shares of State Street Technology Select Sector SPDR ETF worth $286K as of Q3 2020.
Independence Advisors sold 240 State Street Technology Select Sector SPDR ETF shares in Q3 2020, an estimated $13.6K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #74 holding.
Independence Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 8 quarters since.
1,229 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.