Wealth Advisors’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
2020
Q4
Sell
-2,000
Closed -$24K 90
2020
Q3
$24K Hold
2,000
0.01% 74
2020
Q2
$16K Buy
+2,000
New +$94.1K 0.01% 76

Other funds holding XLK

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.