Pettinga Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pettinga Financial 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
2026 Q2	$213K	Buy	+1,118	New	+$191K	0.03%	143
2022 Q2	–	Sell	-3,356	Closed	-$267K	–	114
2022 Q1	$267K	Sell	3,356 -22,790	-87%	-$1.79M	0.07%	92
2021 Q4	$2.27M	Buy	+26,146	New	+$2.15M	0.55%	43
2020 Q3	–	Sell	-6,880	Closed	-$359K	–	87
2020 Q2	$359K	Sell	6,880 -8,200	-54%	-$386K	0.17%	55
2020 Q1	$606K	Sell	15,080 -2,870	-16%	-$131K	0.41%	38
2019 Q4	$823K	Sell	17,950 -2,300	-11%	-$98.5K	0.44%	42
2019 Q3	$815K	Sell	20,250 -2,350	-10%	-$94K	0.44%	42
2019 Q2	$882K	Buy	22,600 +370	+2%	+$14.1K	0.46%	38
2019 Q1	$823K	Sell	22,230 -65,820	-75%	-$2.25M	0.44%	38
2018 Q4	$2.73M	Buy	+88,050	New	+$2.98M	1.79%	14

Other funds holding XLK

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return