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

Personal Wealth Partners’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 Q2	–	Sell	-6,150	Closed	-$489K	–	74
2022 Q1	$489K	Sell	6,150 -622	-9%	-$48.8K	0.21%	47
2021 Q4	$589K	Hold	6,772	–	–	0.24%	46
2021 Q3	$506K	Hold	6,772	–	–	0.21%	47
2021 Q2	$500K	Hold	6,772	–	–	0.2%	47
2021 Q1	$450K	Hold	6,772	–	–	0.2%	47
2020 Q4	$440K	Hold	6,772	–	–	0.21%	46
2020 Q3	$395K	Buy	6,772 +1,410	+26%	+$79.7K	0.21%	47
2020 Q2	$280K	Hold	5,362	–	–	0.15%	52
2020 Q1	$215K	Hold	5,362	–	–	0.13%	59
2019 Q4	$246K	Hold	5,362	–	–	0.11%	58
2019 Q3	$216K	Hold	5,362	–	–	0.1%	62
2019 Q2	$209K	Buy	+5,362	New	+$204K	0.1%	56

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

RJA

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

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

Personal Wealth Partners's XLK Position: Q2 2022 in Review

Personal Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2022, closing a stake of 6,150 shares — an estimated $489K sold.

Personal Wealth Partners first reported a position in XLK in Q2 2019 and held it in 12 quarters. The position peaked at $589K in Q4 2021. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

Personal Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 6,150 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $489K.
Personal Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and held it in 12 quarters.
Personal Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $589K in Q4 2021.
1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.