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

Prism 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
2022
Q4 		– Sell
-51,068
Closed -$3.03M – 56
2022
Q3 		$3.03M Buy
+51,068
New +$3.49M 1.22% 23

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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

Prism Advisors's XLK Position: Q4 2022 in Review

Prism Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 51,068 shares — an estimated $3.03M sold.

Prism Advisors first reported a position in XLK in Q3 2022 and held it in 1 quarter. The position peaked at $3.03M in Q3 2022. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

  • Prism Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Prism Advisors sold 51,068 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $3.03M.
  • Prism Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and held it in 1 quarter.
  • Prism Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.03M in Q3 2022.
  • 1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Prism Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.