Wilbanks Smith & Thomas Asset Management’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
Q4
Sell
-3,584
Closed -$213K 522
2022
Q3
$213K Hold
3,584
0.01% 440
2022
Q2
$228K Buy
3,584
+2
+0.1% +$139 0.01% 433
2022
Q1
$258K Sell
3,582
-1,634
-31% -$128K 0.01% 428
2021
Q4
$453K Buy
5,216
+1,830
+54% +$151K 0.02% 344
2021
Q3
$253K Buy
+3,386
New +$261K 0.01% 432
2017
Q4
Sell
-6,840
Closed -$202K 363
2017
Q3
$202K Buy
+6,840
New +$197K 0.02% 326
2016
Q4
Sell
-22,980
Closed -$549K 334
2016
Q3
$549K Buy
+22,980
New +$534K 0.05% 162
2016
Q1
Sell
-29,984
Closed -$642K 306
2015
Q4
$642K Buy
+29,984
New +$646K 0.06% 148

Other funds holding XLK

Wilbanks Smith & Thomas Asset Management's XLK Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 3,584 shares — an estimated $213K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in XLK in Q4 2015 and held it in 8 quarters. The position peaked at $642K in Q4 2015. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

  • Wilbanks Smith & Thomas Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,584 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $213K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and held it in 8 quarters.
  • Wilbanks Smith & Thomas Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $642K in Q4 2015.
  • 1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.