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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Investment Partners's XLK Position: Q4 2022 in Review

Investment Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 3,912 shares — an estimated $232K sold.

Investment Partners first reported a position in XLK in Q1 2015 and held it in 6 quarters. The position peaked at $368K in Q1 2021. 1,522 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Investment Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 3,912 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $232K.
Investment Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and held it in 6 quarters.
Investment Partners's State Street Technology Select Sector SPDR ETF position peaked at $368K in Q1 2021.
1,522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.