Personal Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Personal Capital Advisors’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	$1.33M	Sell	21,312 -434	-2%	-$27.6K	0.01%	227
2022 Q3	$1.29M	Buy	21,746 +114	+0.5%	+$7.78K	0.01%	226
2022 Q2	$1.38M	Buy	21,632 +2,318	+12%	+$161K	0.01%	223
2022 Q1	$1.53M	Sell	19,314 -4,204	-18%	-$330K	0.01%	228
2021 Q4	$1.99M	Buy	23,518 +1,904	+9%	+$157K	0.01%	229
2021 Q3	$1.61M	Buy	21,614 +620	+3%	+$47.8K	0.01%	232
2021 Q2	$1.55M	Buy	20,994 +480	+2%	+$33.6K	0.01%	236
2021 Q1	$1.36M	Sell	20,514 -1,656	-7%	-$109K	0.01%	240
2020 Q4	$1.44M	Sell	22,170 -28,814	-57%	-$1.75M	0.01%	236
2020 Q3	$2.98M	Buy	50,984 +24,686	+94%	+$1.39M	0.02%	212
2020 Q2	$1.37M	Buy	26,298 +11,892	+83%	+$559K	0.01%	220
2020 Q1	$567K	Buy	+14,406	New	+$657K	0.01%	248

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 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

Personal Capital Advisors's XLK Position: Q4 2022 in Review

Personal Capital Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q4 2022, selling an estimated $27.6K and leaving 21,312 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #227.

Personal Capital Advisors first reported a position in XLK in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.98M in Q3 2020. 1,522 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Personal Capital Advisors held 21,312 shares of State Street Technology Select Sector SPDR ETF worth $1.33M as of Q4 2022.
Personal Capital Advisors sold 434 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $27.6K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #227 holding.
Personal Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 12 quarters since.
Personal Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.98M in Q3 2020.
1,522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.