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

Milestone Wealth’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 Q3	$736K	Hold	12,392	–	–	0.82%	21
2022 Q2	$788K	Hold	12,392	–	–	0.83%	18
2022 Q1	$1.08M	Hold	12,392	–	–	0.88%	18
2021 Q4	$1.08M	Buy	+12,392	New	+$1.02M	0.86%	18

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Milestone Wealth's XLK Position: Q3 2022 in Review

Milestone Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2022 at 12,392 shares worth $736K. The position accounts for 0.82% of the portfolio, ranked #21.

Milestone Wealth first reported a position in XLK in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.08M in Q1 2022. 1,450 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

Milestone Wealth held 12,392 shares of State Street Technology Select Sector SPDR ETF worth $736K as of Q3 2022.
Milestone Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Technology Select Sector SPDR ETF made up 0.82% of Milestone Wealth's portfolio in Q3 2022, its #21 holding.
Milestone Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 4 quarters since.
Milestone Wealth's State Street Technology Select Sector SPDR ETF position peaked at $1.08M in Q1 2022.
1,450 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.