Loveless Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Loveless Wealth 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 Q2	$3.81M	Buy	59,898 +44	+0.1%	+$3.06K	2.49%	5
2022 Q1	$4.76M	Buy	59,854 +136	+0.2%	+$10.7K	2.69%	3
2021 Q4	$5.19M	Buy	59,718 +2,846	+5%	+$234K	2.85%	2
2021 Q3	$4.25M	Buy	56,872 +1,222	+2%	+$94.3K	2.58%	2
2021 Q2	$4.11M	Buy	55,650 +1,622	+3%	+$114K	2.5%	4
2021 Q1	$3.59M	Buy	54,028 +2,434	+5%	+$161K	2.37%	5
2020 Q4	$3.35M	Buy	51,594 +2,512	+5%	+$153K	2.47%	6
2020 Q3	$2.86M	Buy	49,082 +4,128	+9%	+$233K	2.42%	7
2020 Q2	$2.35M	Buy	44,954 +2,308	+5%	+$109K	2.19%	7
2020 Q1	$1.71M	Buy	42,646 +1,390	+3%	+$63.4K	2.02%	15
2019 Q4	$1.91M	Buy	+41,256	New	+$1.77M	1.64%	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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

RJA

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

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

Loveless Wealth Management's XLK Position: Q2 2022 in Review

Loveless Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.07% in Q2 2022, buying an estimated $3.06K and bringing the position to 59,898 shares worth $3.81M. The position accounts for 2.49% of the portfolio, ranked #5.

Loveless Wealth Management first reported a position in XLK in Q4 2019 and has held it in 11 quarters since. The position peaked at $5.19M in Q4 2021. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

Loveless Wealth Management held 59,898 shares of State Street Technology Select Sector SPDR ETF worth $3.81M as of Q2 2022.
Loveless Wealth Management bought 44 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $3.06K.
State Street Technology Select Sector SPDR ETF made up 2.49% of Loveless Wealth Management's portfolio in Q2 2022, its #5 holding.
Loveless Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $5.19M in Q4 2021.
1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.