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

Wipfli Financial 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
2022 Q3	$361K	Buy	+6,080	New	+$415K	0.03%	289

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Wipfli Financial Advisors's XLK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2022: 6,080 shares worth $361K. The stake represents 0.03% of the portfolio and ranks #289 among its holdings.

1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

Wipfli Financial Advisors held 6,080 shares of State Street Technology Select Sector SPDR ETF worth $361K as of Q3 2022.
State Street Technology Select Sector SPDR ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street Technology Select Sector SPDR ETF made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #289 holding.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.