Marino Stram & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Marino Stram & Associates’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 Q3	–	Sell	-3,898	Closed	-$288K	–	294
2021 Q2	$288K	Buy	+3,898	New	+$273K	0.08%	212
2019 Q2	–	Sell	-64	Closed	-$2K	–	579
2019 Q1	$2K	Hold	64	–	–	﹤0.01%	557
2018 Q4	$2K	Hold	64	–	–	﹤0.01%	518
2018 Q3	$2K	Buy	64 +2	+3%	+$73	﹤0.01%	419
2018 Q2	$2K	Hold	62	–	–	﹤0.01%	418
2018 Q1	$2K	Hold	62	–	–	﹤0.01%	433
2017 Q4	$2K	Buy	+62	New	+$1.95K	﹤0.01%	436

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Marino Stram & Associates's XLK Position: Q3 2021 in Review

Marino Stram & Associates sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2021, closing a stake of 3,898 shares — an estimated $288K sold.

Marino Stram & Associates first reported a position in XLK in Q4 2017 and held it in 7 quarters. The position peaked at $288K in Q2 2021. 1,418 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Marino Stram & Associates reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Marino Stram & Associates sold 3,898 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $288K.
Marino Stram & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
Marino Stram & Associates's State Street Technology Select Sector SPDR ETF position peaked at $288K in Q2 2021.
1,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.