SWG
XLK icon

Summit Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Summit Wealth 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
2021
Q3 		– Sell
-80
Closed -$6K – 223
2021
Q2 		$6K Hold
80
– – 0.01% 125
2021
Q1 		$5K Buy
+80
New +$5.28K 0.01% 127

Other funds holding XLK

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Summit Wealth Group's XLK Position: Q3 2021 in Review

Summit Wealth Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2021, closing a stake of 80 shares — an estimated $6K sold.

Summit Wealth Group first reported a position in XLK in Q1 2021 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 1,418 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

  • Summit Wealth Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 80 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $6K.
  • Summit Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $6K in Q2 2021.
  • 1,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.