Lake Street Advisors Group’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
2021
Q3
Sell
-14,530
Closed -$1.12M 437
2021
Q2
$1.12M Sell
14,530
-398
-3% -$27.9K 0.08% 103
2021
Q1
$991K Sell
14,928
-1,600
-10% -$106K 0.08% 101
2020
Q4
$1.07M Sell
16,528
-3,590
-18% -$219K 0.09% 97
2020
Q3
$1.17M Buy
20,118
+10,038
+100% +$567K 0.11% 81
2020
Q2
$527K Buy
+10,080
New +$474K 0.05% 129

Other funds holding XLK

Lake Street Advisors Group's XLK Position: Q3 2021 in Review

Lake Street Advisors Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2021, closing a stake of 14,530 shares — an estimated $1.12M sold.

Lake Street Advisors Group first reported a position in XLK in Q2 2020 and held it in 5 quarters. The position peaked at $1.17M in Q3 2020. 1,418 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

  • Lake Street Advisors Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
  • Lake Street Advisors Group sold 14,530 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $1.12M.
  • Lake Street Advisors Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and held it in 5 quarters.
  • Lake Street Advisors Group's State Street Technology Select Sector SPDR ETF position peaked at $1.17M in Q3 2020.
  • 1,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Lake Street Advisors Group's 13F filing for Q3 2021, filed 15 Nov 2021.