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XLK icon

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

NEIRG 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
2023
Q3 		– Sell
-3,494
Closed -$304K – 141
2023
Q2 		$304K Buy
3,494
+6
+0.2% +$473 0.06% 117
2023
Q1 		$263K Hold
3,488
– – 0.05% 128
2022
Q4 		$217K Hold
3,488
– – 0.04% 133
2022
Q3 		$207K Sell
3,488
-2,116
-38% -$144K 0.04% 137
2022
Q2 		$356K Buy
5,604
+20
+0.4% +$1.39K 0.08% 113
2022
Q1 		$444K Buy
5,584
+2,116
+61% +$166K 0.09% 101
2021
Q4 		$301K Buy
+3,468
New +$286K 0.06% 104

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return