Sonora Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sonora Investment 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
2021 Q3	$121K	Buy	1,626 +1,000	+160%	+$77.2K	0.02%	279
2021 Q2	$46K	Hold	626	–	–	0.01%	409
2021 Q1	$42K	Hold	626	–	–	﹤0.01%	672
2020 Q4	$41K	Hold	626	–	–	﹤0.01%	679
2020 Q3	$36K	Sell	626 -14	-2%	-$791	﹤0.01%	681
2020 Q2	$33K	Buy	640 +92	+17%	+$4.33K	﹤0.01%	604
2020 Q1	$22K	Buy	548 +66	+14%	+$3.01K	﹤0.01%	731
2019 Q4	$22K	Buy	482 +28	+6%	+$1.2K	﹤0.01%	839
2019 Q3	$18K	Sell	454 -482	-51%	-$19.3K	﹤0.01%	922
2019 Q2	$37K	Buy	936 +536	+134%	+$20.4K	﹤0.01%	632
2019 Q1	$15K	Hold	400	–	–	﹤0.01%	892
2018 Q4	$12K	Hold	400	–	–	﹤0.01%	786
2018 Q3	$15K	Hold	400	–	–	﹤0.01%	741
2018 Q2	$14K	Hold	400	–	–	﹤0.01%	708
2018 Q1	$13.1K	Sell	400 -24	-6%	-$806	﹤0.01%	692
2017 Q4	$13.6K	Hold	424	–	–	﹤0.01%	704
2017 Q3	$12.5K	Sell	424 -1,580	-79%	-$45.5K	﹤0.01%	637
2017 Q2	$54.8K	Buy	2,004 +1,000	+100%	+$27.5K	0.01%	321
2017 Q1	$26.8K	Hold	1,004	–	–	0.01%	429
2016 Q4	$24.3K	Hold	1,004	–	–	0.01%	420
2016 Q3	$24K	Hold	1,004	–	–	0.01%	421
2016 Q2	$21.8K	Sell	1,004 -600	-37%	-$13K	0.01%	430
2016 Q1	$34.8K	Hold	1,604	–	–	0.01%	338
2015 Q4	$34K	Sell	1,604 -1,300	-45%	-$28K	0.01%	287
2015 Q3	$57K	Buy	+2,904	New	+$59.8K	0.02%	201

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Sonora Investment Management's XLK Position: Q3 2021 in Review

Sonora Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 160% in Q3 2021, buying an estimated $77.2K and bringing the position to 1,626 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #279.

Sonora Investment Management first reported a position in XLK in Q3 2015 and has held it in 25 quarters since. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Sonora Investment Management held 1,626 shares of State Street Technology Select Sector SPDR ETF worth $121K as of Q3 2021.
Sonora Investment Management bought 1,000 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $77.2K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #279 holding.
Sonora Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2015 and has held it in 25 quarters since.
1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.