Sowa Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sowa Financial Group’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 Q4	–	Sell	-20,186	Closed	-$1.2M	–	37
2022 Q3	$1.2M	Sell	20,186 -94	-0.5%	-$6.42K	0.95%	25
2022 Q2	$1.29M	Sell	20,280 -182	-0.9%	-$12.7K	0.98%	24
2022 Q1	$1.63M	Sell	20,462 -178	-0.9%	-$14K	0.97%	23
2021 Q4	$1.79M	Sell	20,640 -300	-1%	-$24.7K	1.05%	22
2021 Q3	$1.56M	Buy	20,940 +310	+2%	+$23.9K	1.01%	22
2021 Q2	$1.52M	Sell	20,630 -1,184	-5%	-$82.9K	1.13%	21
2021 Q1	$1.45M	Buy	21,814 +230	+1%	+$15.2K	1.02%	22
2020 Q4	$1.4M	Sell	21,584 -194	-0.9%	-$11.8K	0.94%	22
2020 Q3	$1.27M	Buy	21,778 +484	+2%	+$27.3K	0.91%	24
2020 Q2	$1.11M	Buy	21,294 +1,838	+9%	+$86.5K	0.84%	25
2020 Q1	$782K	Sell	19,456 -2,792	-13%	-$127K	0.69%	31
2019 Q4	$1.02M	Buy	+22,248	New	+$952K	0.83%	28

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Sowa Financial Group's XLK Position: Q4 2022 in Review

Sowa Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 20,186 shares — an estimated $1.2M sold.

Sowa Financial Group first reported a position in XLK in Q4 2019 and held it in 12 quarters. The position peaked at $1.79M in Q4 2021. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Sowa Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Sowa Financial Group sold 20,186 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $1.2M.
Sowa Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 12 quarters.
Sowa Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $1.79M in Q4 2021.
1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Sowa Financial Group's 13F filing for Q4 2022, filed 27 Jan 2023.