Norris Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Norris Financial 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
2022 Q4	–	Sell	-29,186	Closed	-$1.73M	–	79
2022 Q3	$1.73M	Buy	+29,186	New	+$1.99M	1.59%	19
2021 Q1	–	Sell	-3,160	Closed	-$205K	–	96
2020 Q4	$205K	Sell	3,160 -57,584	-95%	-$3.51M	0.16%	62
2020 Q3	$3.54M	Sell	60,744 -1,462	-2%	-$82.6K	3%	7
2020 Q2	$3.25M	Buy	62,206 +1,412	+2%	+$66.4K	3.07%	9
2020 Q1	$2.44M	Buy	+60,794	New	+$2.77M	2.72%	7

Other funds holding XLK

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Norris Financial Group's XLK Position: Q4 2022 in Review

Norris Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 29,186 shares — an estimated $1.73M sold.

Norris Financial Group first reported a position in XLK in Q1 2020 and held it in 5 quarters. The position peaked at $3.54M in Q3 2020. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Norris Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Norris Financial Group sold 29,186 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $1.73M.
Norris Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
Norris Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $3.54M in Q3 2020.
1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Norris Financial Group's 13F filing for Q4 2022, filed 20 May 2026.