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

YorkBridge Wealth Partners’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	–	Sell	-3,884	Closed	-$247K	–	295
2022 Q2	$247K	Buy	3,884 +12	+0.3%	+$836	0.06%	234
2022 Q1	$308K	Sell	3,872 -26	-0.7%	-$2.04K	0.07%	229
2021 Q4	$339K	Hold	3,898	–	–	0.08%	221
2021 Q3	$291K	Hold	3,898	–	–	0.07%	217
2021 Q2	$288K	Hold	3,898	–	–	0.08%	212
2021 Q1	$259K	Sell	3,898 -324	-8%	-$21.4K	0.08%	216
2020 Q4	$274K	Sell	4,222 -1,042	-20%	-$63.5K	0.09%	159
2020 Q3	$307K	Buy	+5,264	New	+$297K	0.13%	135
2020 Q1	–	Sell	-4,570	Closed	-$209K	–	186
2019 Q4	$209K	Buy	+4,570	New	+$196K	0.1%	180
2019 Q3	–	Sell	-4,570	Closed	-$178K	–	661
2019 Q2	$178K	Hold	4,570	–	–	0.08%	185
2019 Q1	$169K	Sell	4,570 -110	-2%	-$3.76K	0.08%	184
2018 Q4	$145K	Sell	4,680 -50	-1%	-$1.69K	0.08%	186
2018 Q3	$179K	Sell	4,730 -800	-14%	-$29.3K	0.08%	183
2018 Q2	$192K	Hold	5,530	–	–	0.08%	179
2018 Q1	$184K	Hold	5,530	–	–	0.08%	186
2017 Q4	$176K	Hold	5,530	–	–	0.09%	188
2017 Q3	$163K	Sell	5,530 -580	-9%	-$16.7K	0.08%	201
2017 Q2	$166K	Buy	6,110 +192	+3%	+$5.28K	0.09%	191
2017 Q1	$162K	Sell	5,918 -320	-5%	-$8.25K	0.08%	188
2016 Q4	$150K	Buy	+6,238	New	+$149K	0.09%	187

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

YorkBridge Wealth Partners's XLK Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2022, closing a stake of 3,884 shares — an estimated $247K sold.

YorkBridge Wealth Partners first reported a position in XLK in Q4 2016 and held it in 20 quarters. The position peaked at $339K in Q4 2021. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

YorkBridge Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 3,884 State Street Technology Select Sector SPDR ETF shares in Q3 2022, an estimated $247K.
YorkBridge Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and held it in 20 quarters.
YorkBridge Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $339K in Q4 2021.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.