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

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	$1.35M	Buy	16,494 +24	+0.1%	+$2.06K	0.61%	23
2023 Q2	$1.43M	Sell	16,470 -98	-0.6%	-$7.72K	0.61%	23
2023 Q1	$1.22M	Sell	16,568 -148	-0.9%	-$10.2K	0.58%	27
2022 Q4	$1.04M	Sell	16,716 -236	-1%	-$15K	0.55%	27
2022 Q3	$1.01M	Buy	16,952 +1,736	+11%	+$118K	0.51%	27
2022 Q2	$967K	Sell	15,216 -10,456	-41%	-$728K	0.47%	27
2022 Q1	$2.04M	Buy	25,672 +1,620	+7%	+$127K	0.74%	23
2021 Q4	$2.09M	Sell	24,052 -1,530	-6%	-$126K	0.73%	23
2021 Q3	$1.89M	Hold	25,582	–	–	0.74%	23
2021 Q2	$1.95M	Sell	25,582 -1,642	-6%	-$115K	0.71%	23
2021 Q1	$1.92M	Sell	27,224 -5,414	-17%	-$357K	0.76%	23
2020 Q4	$2.12M	Buy	32,638 +1,926	+6%	+$117K	0.94%	21
2020 Q3	$1.82M	Buy	30,712 +13,942	+83%	+$788K	0.85%	22
2020 Q2	$898K	Buy	16,770 +1,170	+8%	+$55K	0.48%	29
2020 Q1	$687K	Buy	+15,600	New	+$712K	0.45%	28

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

Wealth Advisors's XLK Position: Q3 2023 in Review

Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.15% in Q3 2023, buying an estimated $2.06K and bringing the position to 16,494 shares worth $1.35M. The position accounts for 0.61% of the portfolio, ranked #23.

Wealth Advisors first reported a position in XLK in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.12M in Q4 2020. 1,684 funds tracked by Wall St. Rank hold XLK as of Q3 2023.

Wealth Advisors held 16,494 shares of State Street Technology Select Sector SPDR ETF worth $1.35M as of Q3 2023.
Wealth Advisors bought 24 State Street Technology Select Sector SPDR ETF shares in Q3 2023, an estimated $2.06K.
State Street Technology Select Sector SPDR ETF made up 0.61% of Wealth Advisors's portfolio in Q3 2023, its #23 holding.
Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 15 quarters since.
Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.12M in Q4 2020.
1,684 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.