Valtinson Bruner Financial Planning’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
Q1
Sell
-29,474
Closed -$2.56M 103
2021
Q4
$2.56M Buy
29,474
+492
+2% +$40.5K 1.4% 24
2021
Q3
$2.29M Buy
+28,982
New +$2.24M 1.26% 24

Other funds holding XLK

Valtinson Bruner Financial Planning's XLK Position: Q1 2022 in Review

Valtinson Bruner Financial Planning sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 29,474 shares — an estimated $2.56M sold.

Valtinson Bruner Financial Planning first reported a position in XLK in Q3 2021 and held it in 2 quarters. The position peaked at $2.56M in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

  • Valtinson Bruner Financial Planning reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 29,474 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $2.56M.
  • Valtinson Bruner Financial Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and held it in 2 quarters.
  • Valtinson Bruner Financial Planning's State Street Technology Select Sector SPDR ETF position peaked at $2.56M in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2022, filed 15 Apr 2022.