Tevis Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Tevis Investment 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
2022 Q4	–	Sell	-1,942	Closed	-$115K	–	200
2022 Q3	$115K	Sell	1,942 -8	-0.4%	-$546	0.11%	117
2022 Q2	$123K	Buy	1,950 +98	+5%	+$6.83K	0.12%	115
2022 Q1	$148K	Buy	1,852 +538	+41%	+$42.2K	0.13%	111
2021 Q4	$115K	Buy	+1,314	New	+$108K	0.1%	141

Other funds holding XLK

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

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

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

Tevis Investment Management's XLK Position: Q4 2022 in Review

Tevis Investment Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 1,942 shares — an estimated $115K sold.

Tevis Investment Management first reported a position in XLK in Q4 2021 and held it in 4 quarters. The position peaked at $148K in Q1 2022. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Tevis Investment Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Tevis Investment Management sold 1,942 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $115K.
Tevis Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Tevis Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $148K in Q1 2022.
1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.