Polaris Wealth Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-7,134	Closed	-$620K	–	206
2021 Q4	$620K	Buy	+7,134	New	+$588K	0.04%	120
2019 Q4	–	Sell	-7,008	Closed	-$274K	–	190
2019 Q3	$274K	Buy	+7,008	New	+$280K	0.02%	129
2018 Q4	–	Sell	-2,718	Closed	-$102K	–	475
2018 Q3	$102K	Buy	2,718 +1,448	+114%	+$53.1K	0.01%	192
2018 Q2	$42K	Sell	1,270 -1,448	-53%	-$49.7K	﹤0.01%	139
2018 Q1	$89K	Buy	+2,718	New	+$91.3K	0.01%	174
2017 Q2	–	Sell	-356,040	Closed	-$9.49M	–	138
2017 Q1	$9.49M	Sell	356,040 -9,060	-2%	-$234K	1.04%	41
2016 Q4	$8.83M	Sell	365,100 -6,926	-2%	-$165K	1.02%	40
2016 Q3	$8.89M	Sell	372,026 -16,578	-4%	-$385K	1.06%	41
2016 Q2	$8.43M	Sell	388,604 -10,706	-3%	-$232K	1.31%	35
2016 Q1	$8.86M	Buy	+399,310	New	+$8.25M	1.38%	37
2015 Q1	–	Sell	-667,438	Closed	-$13.8M	–	96
2014 Q4	$13.8M	Buy	667,438 +2,146	+0.3%	+$43.5K	2.84%	11
2014 Q3	$13.3M	Sell	665,292 -6,900	-1%	-$137K	2.98%	13
2014 Q2	$12.9M	Sell	672,192 -5,866	-0.9%	-$109K	2.87%	14
2014 Q1	$12.3M	Buy	678,058 +10,838	+2%	+$194K	2.88%	14
2013 Q4	$11.9M	Buy	+667,220	New	+$11.3M	2.93%	15

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Polaris Wealth Advisory Group's XLK Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 7,134 shares — an estimated $620K sold.

Polaris Wealth Advisory Group first reported a position in XLK in Q4 2013 and held it in 15 quarters. The position peaked at $13.8M in Q4 2014. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 7,134 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $620K.
Polaris Wealth Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and held it in 15 quarters.
Polaris Wealth Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $13.8M in Q4 2014.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.