RPCONE
XLK icon

Retirement Planning Company of New England’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Retirement Planning Company of New England’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
-952
Closed -$82K – 908
2021
Q4 		$82K Buy
+952
New +$78.4K 0.04% 334

Other funds holding XLK

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Retirement Planning Company of New England's XLK Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 952 shares — an estimated $82K sold.

Retirement Planning Company of New England first reported a position in XLK in Q4 2021 and held it in 1 quarter. The position peaked at $82K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 952 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $82K.
  • Retirement Planning Company of New England first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's State Street Technology Select Sector SPDR ETF position peaked at $82K in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.