Laurel Wealth Advisors (California)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Laurel Wealth Advisors (California)’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	$11M	Sell	176,534 -2,550	-1%	-$162K	1.08%	13
2022 Q3	$10.6M	Sell	179,084 -2,604	-1%	-$178K	1.13%	9
2022 Q2	$11.5M	Sell	181,688 -1,678	-0.9%	-$117K	1.18%	10
2022 Q1	$14.6M	Buy	183,366 +21,480	+13%	+$1.69M	1.2%	8
2021 Q4	$14.1M	Buy	161,886 +138,562	+594%	+$11.4M	1.09%	8
2021 Q3	$1.74M	Sell	23,324 -3,400	-13%	-$262K	0.32%	64
2021 Q2	$1.97M	Sell	26,724 -930	-3%	-$65.1K	0.26%	95
2021 Q1	$1.84M	Buy	27,654 +66	+0.2%	+$4.36K	0.28%	86
2020 Q4	$1.79M	Sell	27,588 -184	-0.7%	-$11.2K	0.26%	89
2020 Q3	$1.62M	Buy	27,772 +8,818	+47%	+$498K	0.27%	89
2020 Q2	$990K	Buy	18,954 +8,862	+88%	+$417K	0.18%	132
2020 Q1	$406K	Buy	10,092 +1,754	+21%	+$80.1K	0.09%	225
2019 Q4	$382K	Sell	8,338 -266	-3%	-$11.4K	0.06%	302
2019 Q3	$346K	Buy	8,604 +784	+10%	+$31.4K	0.06%	314
2019 Q2	$305K	Buy	+7,820	New	+$298K	0.07%	296

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

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

Laurel Wealth Advisors (California)'s XLK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.4% in Q4 2022, selling an estimated $162K and leaving 176,534 shares worth $11M. The position accounts for 1.08% of the portfolio, ranked #13.

Laurel Wealth Advisors (California) first reported a position in XLK in Q2 2019 and has held it in 15 quarters since. The position peaked at $14.6M in Q1 2022. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Laurel Wealth Advisors (California) held 176,534 shares of State Street Technology Select Sector SPDR ETF worth $11M as of Q4 2022.
Laurel Wealth Advisors (California) sold 2,550 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $162K.
State Street Technology Select Sector SPDR ETF made up 1.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #13 holding.
Laurel Wealth Advisors (California) first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 15 quarters since.
Laurel Wealth Advisors (California)'s State Street Technology Select Sector SPDR ETF position peaked at $14.6M in Q1 2022.
1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.