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Sterling Investment Advisors (Pennsylvania)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-300
Closed -$19K – 536
2022
Q2 		$19K Buy
300
+100
+50% +$6.97K 0.01% 335
2022
Q1 		$16K Buy
+200
New +$15.7K ﹤0.01% 389

Other funds holding XLK

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s XLK Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2022, closing a stake of 300 shares — an estimated $19K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in XLK in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 300 State Street Technology Select Sector SPDR ETF shares in Q3 2022, an estimated $19K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s State Street Technology Select Sector SPDR ETF position peaked at $19K in Q2 2022.
  • 1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.