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

Tiedemann 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
2021 Q3	–	Sell	-3,300	Closed	-$243K	–	370
2021 Q2	$243K	Hold	3,300	–	–	0.01%	325
2021 Q1	$219K	Hold	3,300	–	–	0.01%	301
2020 Q4	$215K	Buy	+3,300	New	+$201K	0.01%	293
2019 Q3	–	Sell	-5,122	Closed	-$200K	–	320
2019 Q2	$200K	Sell	5,122 -14,366	-74%	-$548K	0.01%	285
2019 Q1	$721K	Hold	19,488	–	–	0.03%	260
2018 Q4	$604K	Buy	19,488 +13,144	+207%	+$445K	0.03%	267
2018 Q3	$239K	Hold	6,344	–	–	0.01%	278
2018 Q2	$220K	Buy	+6,344	New	+$218K	0.01%	280

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Tiedemann Advisors's XLK Position: Q3 2021 in Review

Tiedemann Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2021, closing a stake of 3,300 shares — an estimated $243K sold.

Tiedemann Advisors first reported a position in XLK in Q2 2018 and held it in 8 quarters. The position peaked at $721K in Q1 2019. 1,418 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Tiedemann Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 3,300 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $243K.
Tiedemann Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and held it in 8 quarters.
Tiedemann Advisors's State Street Technology Select Sector SPDR ETF position peaked at $721K in Q1 2019.
1,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.