Independent Solutions Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-3,198
Closed -$212K 215
2021
Q1
$212K Hold
3,198
0.06% 185
2020
Q4
$208K Buy
+3,198
New +$195K 0.06% 175

Other funds holding XLK

Independent Solutions Wealth Management's XLK Position: Q2 2021 in Review

Independent Solutions Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2021, closing a stake of 3,198 shares — an estimated $212K sold.

Independent Solutions Wealth Management first reported a position in XLK in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q1 2021. 1,380 funds tracked by Wall St. Rank hold XLK as of Q2 2021.

  • Independent Solutions Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 3,198 State Street Technology Select Sector SPDR ETF shares in Q2 2021, an estimated $212K.
  • Independent Solutions Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 2 quarters.
  • Independent Solutions Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $212K in Q1 2021.
  • 1,380 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2021, filed 19 Dec 2024.