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

JBJ 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
2021 Q4	$209K	Buy	+2,400	New	+$198K	0.04%	63
2021 Q2	–	Sell	-3,450	Closed	-$229K	–	67
2021 Q1	$229K	Sell	3,450 -500	-13%	-$33K	0.05%	57
2020 Q4	$257K	Buy	+3,950	New	+$241K	0.06%	55

Other funds holding XLK

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

JBJ Investment Partners's XLK Position: Q4 2021 in Review

JBJ Investment Partners opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2021: 2,400 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #63 among its holdings. This is a return to the name: JBJ Investment Partners previously reported a position in XLK as recently as Q1 2021.

JBJ Investment Partners first reported a position in XLK in Q4 2020 and has held it in 3 quarters since. The position peaked at $257K in Q4 2020. 1,627 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

JBJ Investment Partners held 2,400 shares of State Street Technology Select Sector SPDR ETF worth $209K as of Q4 2021.
State Street Technology Select Sector SPDR ETF was a new JBJ Investment Partners position in Q4 2021.
State Street Technology Select Sector SPDR ETF made up 0.04% of JBJ Investment Partners's portfolio in Q4 2021, its #63 holding.
JBJ Investment Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 3 quarters since.
JBJ Investment Partners's State Street Technology Select Sector SPDR ETF position peaked at $257K in Q4 2020.
1,627 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.