Tempus Wealth Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Tempus Wealth Planning’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 Q2	–	Sell	-3,766	Closed	-$299K	–	146
2022 Q1	$299K	Sell	3,766 -1,832	-33%	-$144K	0.21%	108
2021 Q4	$487K	Sell	5,598 -356	-6%	-$29.3K	0.26%	96
2021 Q3	$445K	Sell	5,954 -254	-4%	-$19.6K	0.25%	99
2021 Q2	$458K	Buy	6,208 +1,326	+27%	+$92.9K	0.3%	92
2021 Q1	$324K	Buy	4,882 +1,302	+36%	+$85.9K	0.34%	78
2020 Q4	$233K	Buy	+3,580	New	+$218K	0.3%	65

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tempus Wealth Planning's XLK Position: Q2 2022 in Review

Tempus Wealth Planning sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2022, closing a stake of 3,766 shares — an estimated $299K sold.

Tempus Wealth Planning first reported a position in XLK in Q4 2020 and held it in 6 quarters. The position peaked at $487K in Q4 2021. 1,491 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

Tempus Wealth Planning reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Tempus Wealth Planning sold 3,766 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $299K.
Tempus Wealth Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 6 quarters.
Tempus Wealth Planning's State Street Technology Select Sector SPDR ETF position peaked at $487K in Q4 2021.
1,491 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Tempus Wealth Planning's 13F filing for Q2 2022, filed 5 Aug 2022.