IP
XLK icon

Investment Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Investment Partners’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
2022
Q4 		– Sell
-3,912
Closed -$232K – 256
2022
Q3 		$232K Buy
+3,912
New +$267K 0.07% 235
2021
Q2 		– Sell
-5,540
Closed -$368K – 171
2021
Q1 		$368K Buy
5,540
+156
+3% +$10.3K 0.18% 97
2020
Q4 		$350K Sell
5,384
-66
-1% -$4.02K 0.19% 92
2020
Q3 		$318K Buy
5,450
+974
+22% +$55K 0.19% 94
2020
Q2 		$234K Buy
+4,476
New +$211K 0.14% 114
2015
Q2 		– Sell
-430
Closed -$9K – 147
2015
Q1 		$9K Buy
+430
New +$8.96K 0.01% 144

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 $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return