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

Wealthstreet Investment 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
2021 Q2	–	Sell	-3,924	Closed	-$261K	–	332
2021 Q1	$261K	Hold	3,924	–	–	0.03%	326
2020 Q4	$255K	Hold	3,924	–	–	0.03%	317
2020 Q3	$229K	Buy	+3,924	New	+$222K	0.03%	305

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Wealthstreet Investment Advisors's XLK Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2021, closing a stake of 3,924 shares — an estimated $261K sold.

Wealthstreet Investment Advisors first reported a position in XLK in Q3 2020 and held it in 3 quarters. The position peaked at $261K in Q1 2021. 1,380 funds tracked by Wall St. Rank hold XLK as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,924 State Street Technology Select Sector SPDR ETF shares in Q2 2021, an estimated $261K.
Wealthstreet Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and held it in 3 quarters.
Wealthstreet Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $261K in Q1 2021.
1,380 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.