Kingsbury Capital Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kingsbury Capital Investment Advisors’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 Q3	$496K	Sell	8,346 -602	-7%	-$41.1K	0.76%	29
2022 Q2	$569K	Sell	8,948 -5,894	-40%	-$411K	0.78%	28
2022 Q1	$1.18M	Buy	+14,842	New	+$1.17M	1.3%	14

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

RJA

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

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

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

Kingsbury Capital Investment Advisors's XLK Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.7% in Q3 2022, selling an estimated $41.1K and leaving 8,346 shares worth $496K. The position accounts for 0.76% of the portfolio, ranked #29.

Kingsbury Capital Investment Advisors first reported a position in XLK in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2022. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

Kingsbury Capital Investment Advisors held 8,346 shares of State Street Technology Select Sector SPDR ETF worth $496K as of Q3 2022.
Kingsbury Capital Investment Advisors sold 602 State Street Technology Select Sector SPDR ETF shares in Q3 2022, an estimated $41.1K.
State Street Technology Select Sector SPDR ETF made up 0.76% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #29 holding.
Kingsbury Capital Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 3 quarters since.
Kingsbury Capital Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.18M in Q1 2022.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.