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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$3.08M Sell
38,716
-660
-2% -$51.8K 1.87% 9
2021
Q4
$3.42M Sell
39,376
-338
-0.9% -$27.8K 2.14% 6
2021
Q3
$2.96M Sell
39,714
-6,580
-14% -$508K 2.04% 6
2021
Q2
$3.42M Sell
46,294
-1,432
-3% -$100K 2.44% 4
2021
Q1
$3.17M Buy
47,726
+214
+0.5% +$14.1K 2.57% 3
2020
Q4
$3.09M Buy
+47,512
New +$2.89M 2.82% 3

Other funds holding XLK

Midwest Wealth Management's XLK Position: Q1 2022 in Review

Midwest Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q1 2022, selling an estimated $51.8K and leaving 38,716 shares worth $3.08M. The position accounts for 1.87% of the portfolio, ranked #9.

Midwest Wealth Management first reported a position in XLK in Q4 2020 and has held it in 6 quarters since. The position peaked at $3.42M in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

  • Midwest Wealth Management held 38,716 shares of State Street Technology Select Sector SPDR ETF worth $3.08M as of Q1 2022.
  • Midwest Wealth Management sold 660 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $51.8K.
  • State Street Technology Select Sector SPDR ETF made up 1.87% of Midwest Wealth Management's portfolio in Q1 2022, its #9 holding.
  • Midwest Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
  • Midwest Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $3.42M in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.