Kings Point Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kings Point Capital Management’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 Q1	$1.32M	Hold	16,666	–	–	0.12%	92
2021 Q4	$1.45M	Sell	16,666 -530	-3%	-$43.6K	0.12%	93
2021 Q3	$1.28M	Hold	17,196	–	–	0.11%	95
2021 Q2	$1.27M	Hold	17,196	–	–	0.12%	102
2021 Q1	$1.14M	Sell	17,196 -300	-2%	-$19.8K	0.11%	102
2020 Q4	$1.14M	Hold	17,496	–	–	0.12%	101
2020 Q3	$1.02M	Buy	17,496 +2,500	+17%	+$141K	0.13%	98
2020 Q2	$783K	Sell	14,996 -200	-1%	-$9.41K	0.11%	100
2020 Q1	$611K	Buy	15,196 +600	+4%	+$27.4K	0.11%	99
2019 Q4	$669K	Buy	14,596 +4,500	+45%	+$193K	0.1%	111
2019 Q3	$407K	Buy	10,096 +426	+4%	+$17K	0.07%	128
2019 Q2	$377K	Buy	9,670 +2	+0%	+$76	0.07%	118
2019 Q1	$358K	Sell	9,668 -1,770	-15%	-$60.6K	0.07%	112
2018 Q4	$354K	Buy	11,438 +6,706	+142%	+$227K	0.08%	112
2018 Q3	$178K	Sell	4,732 -942	-17%	-$34.5K	0.03%	152
2018 Q2	$197K	Buy	5,674 +4	+0.1%	+$137	0.04%	142
2018 Q1	$185K	Buy	5,670 +4	+0.1%	+$134	0.04%	148
2017 Q4	$181K	Sell	5,666 -738	-12%	-$23.1K	0.04%	153
2017 Q3	$189K	Buy	6,404 +4	+0.1%	+$115	0.04%	145
2017 Q2	$175K	Buy	6,400 +952	+17%	+$26.2K	0.04%	148
2017 Q1	$145K	Hold	5,448	–	–	0.03%	153
2016 Q4	$132K	Hold	5,448	–	–	0.03%	148
2016 Q3	$130K	Hold	5,448	–	–	0.03%	134
2016 Q2	$118K	Hold	5,448	–	–	0.03%	141
2016 Q1	$121K	Sell	5,448 -250	-4%	-$5.17K	0.03%	137
2015 Q4	$122K	Hold	5,698	–	–	0.03%	143
2015 Q3	$113K	Hold	5,698	–	–	0.03%	160
2015 Q2	$118K	Hold	5,698	–	–	0.03%	160
2015 Q1	$118K	Buy	5,698 +990	+21%	+$20.6K	0.03%	156
2014 Q4	$97K	Hold	4,708	–	–	0.03%	158
2014 Q3	$94K	Hold	4,708	–	–	0.03%	145
2014 Q2	$90K	Buy	4,708 +2,000	+74%	+$37K	0.03%	143
2014 Q1	$49K	Hold	2,708	–	–	0.02%	176
2013 Q4	$48K	Hold	2,708	–	–	0.02%	174
2013 Q3	$43K	Hold	2,708	–	–	0.02%	183
2013 Q2	$41K	Buy	+2,708	New	+$41.9K	0.02%	198

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kings Point Capital Management's XLK Position: Q1 2022 in Review

Kings Point Capital Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2022 at 16,666 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #92.

Kings Point Capital Management first reported a position in XLK in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.45M in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

Kings Point Capital Management held 16,666 shares of State Street Technology Select Sector SPDR ETF worth $1.32M as of Q1 2022.
Kings Point Capital Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2022.
State Street Technology Select Sector SPDR ETF made up 0.12% of Kings Point Capital Management's portfolio in Q1 2022, its #92 holding.
Kings Point Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $1.45M in Q4 2021.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.