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TCI Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-1,062
Closed -$80.2K – 2279
2023
Q1 		$80.2K Sell
1,062
-68
-6% -$4.68K 0.01% 316
2022
Q4 		$70.3K Hold
1,130
– – 0.01% 325
2022
Q3 		$67K Hold
1,130
– – 0.01% 315
2022
Q2 		$72K Sell
1,130
-74
-6% -$5.16K 0.01% 300
2022
Q1 		$96K Sell
1,204
-966
-45% -$75.8K 0.01% 272
2021
Q4 		$189K Sell
2,170
-14
-0.6% -$1.15K 0.03% 186
2021
Q3 		$163K Buy
2,184
+52
+2% +$4.01K 0.02% 213
2021
Q2 		$157K Hold
2,132
– – 0.03% 205
2021
Q1 		$142K Hold
2,132
– – 0.06% 196
2020
Q4 		$139K Buy
2,132
+400
+23% +$24.4K 0.06% 196
2020
Q3 		$101K Hold
1,732
– – 0.04% 212
2020
Q2 		$90K Hold
1,732
– – 0.04% 226
2020
Q1 		$70K Sell
1,732
-32
-2% -$1.46K 0.03% 255
2019
Q4 		$81K Sell
1,764
-780
-31% -$33.4K 0.03% 297
2019
Q3 		$102K Buy
2,544
+780
+44% +$31.2K 0.05% 214
2019
Q2 		$69K Sell
1,764
-368
-17% -$14K 0.03% 264
2019
Q1 		$79K Hold
2,132
– – 0.03% 269
2018
Q4 		$66K Buy
2,132
+882
+71% +$29.8K 0.03% 275
2018
Q3 		$47K Hold
1,250
– – 0.02% 356
2018
Q2 		$43K Hold
1,250
– – 0.02% 351
2018
Q1 		$41K Hold
1,250
– – 0.02% 359
2017
Q4 		$40K Hold
1,250
– – 0.02% 378
2017
Q3 		$37K Buy
+1,250
New +$36K 0.02% 357
2017
Q1 		– Sell
-98
Closed -$2K – 1392
2016
Q4 		$2K Sell
98
-798
-89% -$19K ﹤0.01% 1064
2016
Q3 		$21K Buy
+896
New +$20.8K 0.01% 446
2016
Q2 		– Sell
-200
Closed -$4K – 1383
2016
Q1 		$4K Buy
+200
New +$4.13K ﹤0.01% 791

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $40.4B AUM 21.2% 1-Year Est. Return

TCI Wealth Advisors's XLK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2023, closing a stake of 1,062 shares — an estimated $80.2K sold.

TCI Wealth Advisors first reported a position in XLK in Q1 2016 and held it in 26 quarters. The position peaked at $189K in Q4 2021. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

  • TCI Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,062 State Street Technology Select Sector SPDR ETF shares in Q2 2023, an estimated $80.2K.
  • TCI Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and held it in 26 quarters.
  • TCI Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $189K in Q4 2021.
  • 1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.