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

Reilly Financial 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
2021 Q4	$502K	Buy	5,774 +314	+6%	+$25.9K	0.04%	151
2021 Q3	$408K	Hold	5,460	–	–	0.03%	148
2021 Q2	$403K	Hold	5,460	–	–	0.03%	158
2021 Q1	$363K	Hold	5,460	–	–	0.03%	156
2020 Q4	$355K	Buy	5,460 +1,200	+28%	+$73.1K	0.03%	150
2020 Q3	$249K	Hold	4,260	–	–	0.03%	165
2020 Q2	$223K	Hold	4,260	–	–	0.03%	164
2020 Q1	$171K	Hold	4,260	–	–	0.02%	175
2019 Q4	$195K	Buy	4,260 +560	+15%	+$24K	0.02%	188
2019 Q3	$149K	Sell	3,700 -200	-5%	-$8K	0.02%	210
2019 Q2	$152K	Buy	3,900 +80	+2%	+$3.05K	0.02%	206
2019 Q1	$141K	Hold	3,820	–	–	0.02%	200
2018 Q4	$118K	Hold	3,820	–	–	0.02%	218
2018 Q3	$144K	Hold	3,820	–	–	0.02%	198
2018 Q2	$133K	Hold	3,820	–	–	0.02%	191
2018 Q1	$125K	Buy	3,820 +100	+3%	+$3.36K	0.02%	196
2017 Q4	$119K	Buy	3,720 +872	+31%	+$27.3K	0.02%	204
2017 Q3	$84K	Buy	2,848 +198	+7%	+$5.71K	0.01%	240
2017 Q2	$73K	Buy	2,650 +1,650	+165%	+$45.4K	0.01%	256
2017 Q1	$27K	Hold	1,000	–	–	﹤0.01%	421
2016 Q4	$24K	Hold	1,000	–	–	﹤0.01%	421
2016 Q3	$24K	Hold	1,000	–	–	﹤0.01%	389
2016 Q2	$22K	Hold	1,000	–	–	﹤0.01%	375
2016 Q1	$22K	Hold	1,000	–	–	﹤0.01%	575
2015 Q4	$21K	Sell	1,000 -800	-44%	-$17.2K	﹤0.01%	598
2015 Q3	$36K	Hold	1,800	–	–	0.01%	447
2015 Q2	$37K	Sell	1,800 -1,040	-37%	-$22.2K	0.01%	501
2015 Q1	$59K	Buy	+2,840	New	+$59.2K	0.01%	382
2014 Q2	–	Sell	-900	Closed	-$16K	–	899
2014 Q1	$16K	Buy	900 +734	+442%	+$13.1K	﹤0.01%	476
2013 Q4	$3K	Buy	+166	New	+$2.81K	﹤0.01%	768

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Reilly Financial Advisors's XLK Position: Q4 2021 in Review

Reilly Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.8% in Q4 2021, buying an estimated $25.9K and bringing the position to 5,774 shares worth $502K. The position accounts for 0.04% of the portfolio, ranked #151.

Reilly Financial Advisors first reported a position in XLK in Q4 2013 and has held it in 30 quarters since. 1,628 funds tracked by Wall St. Rank hold XLK as of Q4 2021.

Reilly Financial Advisors held 5,774 shares of State Street Technology Select Sector SPDR ETF worth $502K as of Q4 2021.
Reilly Financial Advisors bought 314 State Street Technology Select Sector SPDR ETF shares in Q4 2021, an estimated $25.9K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Reilly Financial Advisors's portfolio in Q4 2021, its #151 holding.
Reilly Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 30 quarters since.
1,628 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.