Silicon Hills Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Silicon Hills Wealth Management’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 Q2	$243K	Hold	2,792	–	–	0.14%	77
2023 Q1	$211K	Buy	+2,792	New	+$192K	0.13%	81
2022 Q2	–	Sell	-2,792	Closed	-$222K	–	116
2022 Q1	$222K	Hold	2,792	–	–	0.14%	101
2021 Q4	$243K	Hold	2,792	–	–	0.15%	106
2021 Q3	$208K	Hold	2,792	–	–	0.14%	108
2021 Q2	$206K	Buy	+2,792	New	+$196K	0.16%	88
2020 Q1	–	Sell	-2	Closed	-$128	–	300
2019 Q4	$128	Buy	+2	New	+$86	0.1%	91

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

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

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

Silicon Hills Wealth Management's XLK Position: Q2 2023 in Review

Silicon Hills Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2023 at 2,792 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #77.

Silicon Hills Wealth Management first reported a position in XLK in Q4 2019 and has held it in 7 quarters since. The position peaked at $243K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

Silicon Hills Wealth Management held 2,792 shares of State Street Technology Select Sector SPDR ETF worth $243K as of Q2 2023.
Silicon Hills Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Technology Select Sector SPDR ETF made up 0.14% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #77 holding.
Silicon Hills Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 7 quarters since.
Silicon Hills Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $243K in Q4 2021.
1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.