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

PrairieView 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
2023 Q3	–	Sell	-2,492	Closed	-$216K	–	481
2023 Q2	$216K	Hold	2,492	–	–	0.03%	111
2023 Q1	$188K	Hold	2,492	–	–	0.03%	111
2022 Q4	$155K	Hold	2,492	–	–	0.02%	122
2022 Q3	$148K	Hold	2,492	–	–	0.02%	114
2022 Q2	$158K	Hold	2,492	–	–	0.02%	113
2022 Q1	$198K	Buy	+2,492	New	+$196K	0.03%	109

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

RJA

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

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

PrairieView Partners's XLK Position: Q3 2023 in Review

PrairieView Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2023, closing a stake of 2,492 shares — an estimated $216K sold.

PrairieView Partners first reported a position in XLK in Q1 2022 and held it in 6 quarters. The position peaked at $216K in Q2 2023. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

PrairieView Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
PrairieView Partners sold 2,492 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $216K.
PrairieView Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
PrairieView Partners's State Street Technology Select Sector SPDR ETF position peaked at $216K in Q2 2023.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on PrairieView Partners's 13F filing for Q3 2023, filed 23 Oct 2023.