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

Stonebridge Financial Planning 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 Q1	–	Sell	-600	Closed	-$47K	–	371
2021 Q4	$47K	Hold	600	–	–	0.02%	223
2021 Q3	$49K	Hold	600	–	–	0.02%	223
2021 Q2	$45K	Hold	600	–	–	0.02%	220
2021 Q1	$42K	Hold	600	–	–	0.02%	228
2020 Q4	$39K	Hold	600	–	–	0.02%	221
2020 Q3	$36K	Hold	600	–	–	0.03%	216
2020 Q2	$32K	Hold	600	–	–	0.03%	214
2020 Q1	$26K	Hold	600	–	–	0.03%	219
2019 Q4	$28K	Buy	+600	New	+$25.7K	0.03%	212

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Stonebridge Financial Planning Group's XLK Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 600 shares — an estimated $47K sold.

Stonebridge Financial Planning Group first reported a position in XLK in Q4 2019 and held it in 9 quarters. The position peaked at $49K in Q3 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 600 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $47K.
Stonebridge Financial Planning Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's State Street Technology Select Sector SPDR ETF position peaked at $49K in Q3 2021.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.