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Planned Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Planned Solutions’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
Q1 		– Sell
-1,444
Closed -$94K – 423
2020
Q4 		$94K Hold
1,444
– – 0.08% 109
2020
Q3 		$84K Buy
+1,444
New +$81.6K 0.08% 94

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Planned Solutions's XLK Position: Q1 2021 in Review

Planned Solutions sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2021, closing a stake of 1,444 shares — an estimated $94K sold.

Planned Solutions first reported a position in XLK in Q3 2020 and held it in 2 quarters. The position peaked at $94K in Q4 2020. 1,356 funds tracked by Wall St. Rank hold XLK as of Q1 2021.

  • Planned Solutions reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 1,444 State Street Technology Select Sector SPDR ETF shares in Q1 2021, an estimated $94K.
  • Planned Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's State Street Technology Select Sector SPDR ETF position peaked at $94K in Q4 2020.
  • 1,356 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.