Landsberg Bennett & Dubbaneh’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Landsberg Bennett & Dubbaneh’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
2021 Q3	$3.12M	Buy	41,168 +28,728	+231%	+$2.22M	0.4%	84
2021 Q2	$919K	Sell	12,440 -238	-2%	-$16.7K	0.12%	129
2021 Q1	$859K	Sell	12,678 -2,658	-17%	-$175K	0.12%	128
2020 Q4	$997K	Sell	15,336 -1,586	-9%	-$96.6K	0.15%	112
2020 Q3	$979K	Sell	16,922 -56,130	-77%	-$3.17M	0.17%	111
2020 Q2	$3.75M	Sell	73,052 -11,990	-14%	-$564K	0.78%	36
2020 Q1	$3.33M	Buy	85,042 +3,798	+5%	+$173K	0.93%	39
2019 Q4	$3.71M	Sell	81,244 -81,040	-50%	-$3.47M	0.87%	39
2019 Q3	$6.47M	Sell	162,284 -3,712	-2%	-$149K	1.74%	9
2019 Q2	$6.58M	Sell	165,996 -18,856	-10%	-$719K	1.72%	9
2019 Q1	$7.01M	Buy	184,852 +113,238	+158%	+$3.87M	1.65%	5
2018 Q4	$2.22M	Buy	+71,614	New	+$2.42M	0.85%	32

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's XLK Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 231% in Q3 2021, buying an estimated $2.22M and bringing the position to 41,168 shares worth $3.12M. The position accounts for 0.4% of the portfolio, ranked #84.

Landsberg Bennett & Dubbaneh first reported a position in XLK in Q4 2018 and has held it in 12 quarters since. The position peaked at $7.01M in Q1 2019. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Landsberg Bennett & Dubbaneh held 41,168 shares of State Street Technology Select Sector SPDR ETF worth $3.12M as of Q3 2021.
Landsberg Bennett & Dubbaneh bought 28,728 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $2.22M.
State Street Technology Select Sector SPDR ETF made up 0.4% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #84 holding.
Landsberg Bennett & Dubbaneh first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Landsberg Bennett & Dubbaneh's State Street Technology Select Sector SPDR ETF position peaked at $7.01M in Q1 2019.
1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.