New England Investment & Retirement Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

New England Investment & Retirement Group’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	$259K	Hold	3,468	–	–	0.06%	93
2021 Q2	$256K	Hold	3,468	–	–	0.06%	94
2021 Q1	$230K	Hold	3,468	–	–	0.06%	83
2020 Q4	$225K	Hold	3,468	–	–	0.05%	75
2020 Q3	$202K	Buy	+3,468	New	+$196K	0.05%	67
2020 Q2	–	Sell	-4,568	Closed	-$184K	–	215
2020 Q1	$184K	Sell	4,568 -144	-3%	-$6.57K	0.08%	54
2019 Q4	$216K	Buy	+4,712	New	+$202K	0.07%	57

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 $424B AUM 22.94% 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 $83.7B AUM 27.22% 1-Year Est. Return

New England Investment & Retirement Group's XLK Position: Q3 2021 in Review

New England Investment & Retirement Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2021 at 3,468 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #93.

New England Investment & Retirement Group first reported a position in XLK in Q4 2019 and has held it in 7 quarters since. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

New England Investment & Retirement Group held 3,468 shares of State Street Technology Select Sector SPDR ETF worth $259K as of Q3 2021.
New England Investment & Retirement Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2021.
State Street Technology Select Sector SPDR ETF made up 0.06% of New England Investment & Retirement Group's portfolio in Q3 2021, its #93 holding.
New England Investment & Retirement Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 7 quarters since.
1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.