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Planning Center Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Planning Center Inc’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
-2,640
Closed -$210K – 54
2022
Q1 		$210K Hold
2,640
– – 0.6% 44
2021
Q4 		$216K Buy
+2,640
New +$217K 0.17% 48

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UBS Group
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Goldman Sachs
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planning Center Inc's XLK Position: Q2 2022 in Review

Planning Center Inc sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2022, closing a stake of 2,640 shares — an estimated $210K sold.

Planning Center Inc first reported a position in XLK in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

  • Planning Center Inc reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Planning Center Inc sold 2,640 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $210K.
  • Planning Center Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Planning Center Inc's State Street Technology Select Sector SPDR ETF position peaked at $216K 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 Planning Center Inc's 13F filing for Q2 2022, filed 11 Jul 2022.