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Lane & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lane & Associates’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
2023
Q1 		– Sell
-3,216
Closed -$200K – 108
2022
Q4 		$200K Buy
+3,216
New +$204K 0.19% 90

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Lane & Associates's XLK Position: Q1 2023 in Review

Lane & Associates sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2023, closing a stake of 3,216 shares — an estimated $200K sold.

Lane & Associates first reported a position in XLK in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2023.

  • Lane & Associates reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
  • Lane & Associates sold 3,216 State Street Technology Select Sector SPDR ETF shares in Q1 2023, an estimated $200K.
  • Lane & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
  • Lane & Associates's State Street Technology Select Sector SPDR ETF position peaked at $200K in Q4 2022.
  • 1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2023.

Based on Lane & Associates's 13F filing for Q1 2023, filed 12 Apr 2024.