Lake Point Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lake Point Wealth Management’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	$6K	Buy	88 +50	+132%	+$3.48K	﹤0.01%	220
2022 Q1	$3K	Hold	38	–	–	﹤0.01%	310
2021 Q4	$3K	Hold	38	–	–	﹤0.01%	316
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	301
2021 Q2	$3K	Buy	+38	New	+$2.66K	﹤0.01%	313
2020 Q1	$2K	Hold	38	–	–	﹤0.01%	286
2019 Q4	$2K	Buy	+38	New	+$1.63K	﹤0.01%	525
2019 Q2	$1K	Hold	38	–	–	﹤0.01%	634
2019 Q1	$1K	Sell	38 -23,962	-100%	-$820K	﹤0.01%	633
2018 Q4	$744K	Buy	+24,000	New	+$812K	0.28%	62

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

Lake Point Wealth Management's XLK Position: Q2 2022 in Review

Lake Point Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 132% in Q2 2022, buying an estimated $3.48K and bringing the position to 88 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Lake Point Wealth Management first reported a position in XLK in Q4 2018 and has held it in 10 quarters since. The position peaked at $744K in Q4 2018. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

Lake Point Wealth Management held 88 shares of State Street Technology Select Sector SPDR ETF worth $6K as of Q2 2022.
Lake Point Wealth Management bought 50 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $3.48K.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #220 holding.
Lake Point Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $744K in Q4 2018.
1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.