Integer Wealth Advisors Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Integer Wealth Advisors Group’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 Q1	$4.25M	Sell	60,016 -4,918	-8%	-$325K	2.32%	15
2020 Q4	$4.11M	Buy	64,934 +2,572	+4%	+$157K	2.71%	12
2020 Q3	$3.64M	Buy	62,362 +934	+2%	+$52.8K	3.34%	9
2020 Q2	$3.32M	Buy	61,428 +2,816	+5%	+$132K	3.4%	10
2020 Q1	$2.78M	Buy	58,612 +3,366	+6%	+$154K	3.16%	11
2019 Q4	$2.74M	Buy	+55,246	New	+$2.36M	2.71%	13

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Integer Wealth Advisors Group's XLK Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.6% in Q1 2021, selling an estimated $325K and leaving 60,016 shares worth $4.25M. The position accounts for 2.32% of the portfolio, ranked #15.

Integer Wealth Advisors Group first reported a position in XLK in Q4 2019 and has held it in 6 quarters since. 1,356 funds tracked by Wall St. Rank hold XLK as of Q1 2021.

Integer Wealth Advisors Group held 60,016 shares of State Street Technology Select Sector SPDR ETF worth $4.25M as of Q1 2021.
Integer Wealth Advisors Group sold 4,918 State Street Technology Select Sector SPDR ETF shares in Q1 2021, an estimated $325K.
State Street Technology Select Sector SPDR ETF made up 2.32% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #15 holding.
Integer Wealth Advisors Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 6 quarters since.
1,356 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.