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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$30K Buy
+466
New +$32.5K 0.1% 119
2020
Q4
$476K Buy
+7,328
New +$446K 0.4% 59

Other funds holding XLK

Urban Wealth Management's XLK Position: Q2 2022 in Review

Urban Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2022: 466 shares worth $30K. The stake represents 0.1% of the portfolio and ranks #119 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in XLK as recently as Q4 2020.

Urban Wealth Management first reported a position in XLK in Q4 2020 and has held it in 2 quarters since. The position peaked at $476K in Q4 2020. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

  • Urban Wealth Management held 466 shares of State Street Technology Select Sector SPDR ETF worth $30K as of Q2 2022.
  • State Street Technology Select Sector SPDR ETF was a new Urban Wealth Management position in Q2 2022.
  • State Street Technology Select Sector SPDR ETF made up 0.1% of Urban Wealth Management's portfolio in Q2 2022, its #119 holding.
  • Urban Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $476K in Q4 2020.
  • 1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.