SVA Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SVA Wealth Management’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
2020 Q4	$205K	Buy	+3,158	New	+$192K	0.02%	222

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SVA Wealth Management's XLK Position: Q4 2020 in Review

SVA Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2020: 3,158 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #222 among its holdings.

1,362 funds tracked by Wall St. Rank hold XLK as of Q4 2020.

SVA Wealth Management held 3,158 shares of State Street Technology Select Sector SPDR ETF worth $205K as of Q4 2020.
State Street Technology Select Sector SPDR ETF was a new SVA Wealth Management position in Q4 2020.
State Street Technology Select Sector SPDR ETF made up 0.02% of SVA Wealth Management's portfolio in Q4 2020, its #222 holding.
1,362 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.