Private Wealth Advisors (Pennsylvania)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$454K	Sell	6,988 -144	-2%	-$8.77K	0.26%	70
2020 Q3	$416K	Sell	7,132 -1,396	-16%	-$78.9K	0.27%	64
2020 Q2	$446K	Buy	8,528 +6	+0.1%	+$282	0.3%	59
2020 Q1	$379K	Buy	8,522 +156	+2%	+$7.12K	0.29%	64
2019 Q4	$405K	Sell	8,366 -2,788	-25%	-$119K	0.22%	89
2019 Q3	$449K	Sell	11,154 -290	-3%	-$11.6K	0.23%	97
2019 Q2	$447K	Buy	11,444 +3,096	+37%	+$118K	0.16%	105
2019 Q1	$309K	Buy	8,348 +6	+0.1%	+$205	0.12%	117
2018 Q4	$259K	Sell	8,342 -500	-6%	-$16.9K	0.11%	116
2018 Q3	$333K	Buy	8,842 +6	+0.1%	+$220	0.12%	111
2018 Q2	$307K	Buy	8,836 +6	+0.1%	+$206	0.12%	108
2018 Q1	$289K	Buy	8,830 +6	+0.1%	+$202	0.12%	112
2017 Q4	$282K	Buy	8,824 +496	+6%	+$15.6K	0.11%	116
2017 Q3	$246K	Buy	8,328 +6	+0.1%	+$173	0.1%	116
2017 Q2	$228K	Buy	8,322 +6	+0.1%	+$165	0.1%	119
2017 Q1	$222K	Buy	8,316 +8	+0.1%	+$206	0.1%	116
2016 Q4	$201K	Buy	+8,308	New	+$198K	0.09%	117
2014 Q1	–	Sell	-12,182	Closed	-$218K	–	123
2013 Q4	$218K	Buy	+12,182	New	+$206K	0.12%	113
2013 Q3	–	Sell	-15,158	Closed	-$232K	–	118
2013 Q2	$232K	Buy	+15,158	New	+$235K	0.14%	107

Other funds holding XLK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s XLK Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q4 2020, selling an estimated $8.77K and leaving 6,988 shares worth $454K. The position accounts for 0.26% of the portfolio, ranked #70.

Private Wealth Advisors (Pennsylvania) first reported a position in XLK in Q2 2013 and has held it in 19 quarters since. 1,362 funds tracked by Wall St. Rank hold XLK as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 6,988 shares of State Street Technology Select Sector SPDR ETF worth $454K as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 144 State Street Technology Select Sector SPDR ETF shares in Q4 2020, an estimated $8.77K.
State Street Technology Select Sector SPDR ETF made up 0.26% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #70 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 19 quarters since.
1,362 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.