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

V 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 Q3	$273K	Sell	3,336 -5,138	-61%	-$441K	0.22%	88
2023 Q2	$737K	Sell	8,474 -194	-2%	-$15.3K	0.12%	157
2023 Q1	$654K	Buy	8,668 +258	+3%	+$17.8K	0.12%	163
2022 Q4	$523K	Sell	8,410 -1,936	-19%	-$123K	0.11%	184
2022 Q3	$615K	Sell	10,346 -78	-0.7%	-$5.32K	0.12%	170
2022 Q2	$663K	Sell	10,424 -1,214	-10%	-$84.6K	0.13%	181
2022 Q1	$924K	Buy	11,638 +1,284	+12%	+$101K	0.15%	161
2021 Q4	$901K	Sell	10,354 -464	-4%	-$38.2K	0.13%	171
2021 Q3	$807K	Buy	10,818 +1,200	+12%	+$92.6K	0.12%	175
2021 Q2	$711K	Buy	9,618 +550	+6%	+$38.5K	0.11%	201
2021 Q1	$602K	Buy	9,068 +2,702	+42%	+$178K	0.11%	211
2020 Q4	$414K	Buy	6,366 +2,210	+53%	+$135K	0.09%	239
2020 Q3	$243K	Sell	4,156 -3,784	-48%	-$214K	0.17%	144
2020 Q2	$415K	Buy	7,940 +1,224	+18%	+$57.6K	0.11%	215
2020 Q1	$269K	Buy	+6,716	New	+$307K	0.08%	244
2019 Q3	–	Sell	-4,998	Closed	-$200K	–	314
2019 Q2	$200K	Buy	+4,998	New	+$191K	0.08%	259
2017 Q3	–	Sell	-3,400	Closed	-$93K	–	720
2017 Q2	$93K	Buy	+3,400	New	+$93.6K	0.04%	246

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

V Wealth Advisors's XLK Position: Q3 2023 in Review

V Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 61% in Q3 2023, selling an estimated $441K and leaving 3,336 shares worth $273K. The position accounts for 0.22% of the portfolio, ranked #88.

V Wealth Advisors first reported a position in XLK in Q2 2017 and has held it in 17 quarters since. The position peaked at $924K in Q1 2022. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

V Wealth Advisors held 3,336 shares of State Street Technology Select Sector SPDR ETF worth $273K as of Q3 2023.
V Wealth Advisors sold 5,138 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $441K.
State Street Technology Select Sector SPDR ETF made up 0.22% of V Wealth Advisors's portfolio in Q3 2023, its #88 holding.
V Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 17 quarters since.
V Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $924K in Q1 2022.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.