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

Westshore Wealth’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
2022 Q2	–	Sell	-13,400	Closed	-$1.06M	–	114
2022 Q1	$1.06M	Sell	13,400 -200	-1%	-$15.7K	0.72%	18
2021 Q4	$1.18M	Sell	13,600 -200	-1%	-$16.5K	0.81%	17
2021 Q3	$1.03M	Sell	13,800 -2,122	-13%	-$164K	0.83%	19
2021 Q2	$1.18M	Buy	15,922 +3,800	+31%	+$266K	0.6%	30
2021 Q1	$805K	Buy	+12,122	New	+$800K	0.46%	37

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Westshore Wealth's XLK Position: Q2 2022 in Review

Westshore Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2022, closing a stake of 13,400 shares — an estimated $1.06M sold.

Westshore Wealth first reported a position in XLK in Q1 2021 and held it in 5 quarters. The position peaked at $1.18M in Q4 2021. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

Westshore Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Westshore Wealth sold 13,400 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $1.06M.
Westshore Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and held it in 5 quarters.
Westshore Wealth's State Street Technology Select Sector SPDR ETF position peaked at $1.18M in Q4 2021.
1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Westshore Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.