Lake Street Advisors Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,265
Closed -$1.12M 437
2021
Q2
$1.12M Sell
7,265
-199
-3% -$30.7K 0.08% 103
2021
Q1
$991K Sell
7,464
-800
-10% -$106K 0.08% 101
2020
Q4
$1.07M Sell
8,264
-1,795
-18% -$233K 0.09% 97
2020
Q3
$1.17M Buy
10,059
+5,019
+100% +$586K 0.11% 81
2020
Q2
$527K Buy
+5,040
New +$527K 0.05% 129