Mid Atlantic Financial Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$607K	Buy	8,130 +904	+13%	+$69.7K	0.04%	402
2021 Q2	$534K	Sell	7,226 -206	-3%	-$14.4K	0.04%	444
2021 Q1	$493K	Sell	7,432 -3,232	-30%	-$213K	0.04%	434
2020 Q4	$693K	Buy	10,664 +2,748	+35%	+$167K	0.05%	317
2020 Q3	$478K	Sell	7,916 -3,002	-27%	-$170K	0.04%	374
2020 Q2	$570K	Buy	10,918 +3,720	+52%	+$175K	0.05%	302
2020 Q1	$289K	Sell	7,198 -4,146	-37%	-$189K	0.03%	450
2019 Q4	$520K	Sell	11,344 -4,092	-27%	-$175K	0.05%	373
2019 Q3	$622K	Buy	15,436 +946	+7%	+$37.8K	0.07%	296
2019 Q2	$565K	Sell	14,490 -518	-3%	-$19.7K	0.06%	338
2019 Q1	$555K	Buy	15,008 +4,356	+41%	+$149K	0.06%	336
2018 Q4	$330K	Buy	+10,652	New	+$360K	0.04%	449

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

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

Mid Atlantic Financial Management's XLK Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q3 2021, buying an estimated $69.7K and bringing the position to 8,130 shares worth $607K. The position accounts for 0.04% of the portfolio, ranked #402.

Mid Atlantic Financial Management first reported a position in XLK in Q4 2018 and has held it in 12 quarters since. The position peaked at $693K in Q4 2020. 1,418 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Mid Atlantic Financial Management held 8,130 shares of State Street Technology Select Sector SPDR ETF worth $607K as of Q3 2021.
Mid Atlantic Financial Management bought 904 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $69.7K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #402 holding.
Mid Atlantic Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's State Street Technology Select Sector SPDR ETF position peaked at $693K in Q4 2020.
1,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.