Kerrisdale Advisers’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kerrisdale Advisers’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	–	Sell	-4,000	Closed	-$299K	–	59
2021 Q3	$299K	Hold	4,000	–	–	0.03%	56
2021 Q2	$295K	Hold	4,000	–	–	0.03%	54
2021 Q1	$266K	Hold	4,000	–	–	0.02%	53
2020 Q4	$260K	Hold	4,000	–	–	0.02%	68
2020 Q3	$233K	Hold	4,000	–	–	0.02%	65
2020 Q2	$209K	Buy	+4,000	New	+$188K	0.02%	62

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

Kerrisdale Advisers's XLK Position: Q4 2021 in Review

Kerrisdale Advisers sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2021, closing a stake of 4,000 shares — an estimated $299K sold.

Kerrisdale Advisers first reported a position in XLK in Q2 2020 and held it in 6 quarters. The position peaked at $299K in Q3 2021. 1,627 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

Kerrisdale Advisers reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
Kerrisdale Advisers sold 4,000 State Street Technology Select Sector SPDR ETF shares in Q4 2021, an estimated $299K.
Kerrisdale Advisers first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and held it in 6 quarters.
Kerrisdale Advisers's State Street Technology Select Sector SPDR ETF position peaked at $299K in Q3 2021.
1,627 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on Kerrisdale Advisers's 13F filing for Q4 2021, filed 14 Feb 2022.