Stewardship Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stewardship Financial Advisors’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 Q1	$95K	Sell	1,434 -100	-7%	-$6.6K	0.03%	69
2020 Q4	$100K	Hold	1,534	–	–	0.04%	67
2020 Q3	$90K	Buy	+1,534	New	+$86.7K	0.04%	62
2020 Q1	–	Sell	-1,534	Closed	-$70K	–	92
2019 Q4	$70K	Buy	+1,534	New	+$65.7K	0.03%	64

Other funds holding XLK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stewardship Financial Advisors's XLK Position: Q1 2021 in Review

Stewardship Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.5% in Q1 2021, selling an estimated $6.6K and leaving 1,434 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #69.

Stewardship Financial Advisors first reported a position in XLK in Q4 2019 and has held it in 4 quarters since. The position peaked at $100K in Q4 2020. 1,356 funds tracked by Wall St. Rank hold XLK as of Q1 2021.

Stewardship Financial Advisors held 1,434 shares of State Street Technology Select Sector SPDR ETF worth $95K as of Q1 2021.
Stewardship Financial Advisors sold 100 State Street Technology Select Sector SPDR ETF shares in Q1 2021, an estimated $6.6K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Stewardship Financial Advisors's portfolio in Q1 2021, its #69 holding.
Stewardship Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
Stewardship Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $100K in Q4 2020.
1,356 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.