Lazard Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lazard Asset 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
2024 Q4	–	Sell	-916	Closed	-$103K	–	2566
2024 Q3	$103K	Hold	916	–	–	﹤0.01%	1772
2024 Q2	$103K	Hold	916	–	–	﹤0.01%	1744
2024 Q1	$95K	Hold	916	–	–	﹤0.01%	1549
2023 Q4	$88K	Hold	916	–	–	﹤0.01%	1713
2023 Q3	$75K	Hold	916	–	–	﹤0.01%	1734
2023 Q2	$79K	Hold	916	–	–	﹤0.01%	1671
2023 Q1	$69K	Hold	916	–	–	﹤0.01%	1680
2022 Q4	$56K	Hold	916	–	–	﹤0.01%	1753
2022 Q3	$54K	Hold	916	–	–	﹤0.01%	1770
2022 Q2	$58K	Hold	916	–	–	﹤0.01%	1747
2022 Q1	$72K	Hold	916	–	–	﹤0.01%	1552
2021 Q4	$79K	Hold	916	–	–	﹤0.01%	1532
2021 Q3	$68K	Hold	916	–	–	﹤0.01%	1547
2021 Q2	$67K	Hold	916	–	–	﹤0.01%	1483
2021 Q1	$60K	Hold	916	–	–	﹤0.01%	1370
2020 Q4	$59K	Buy	+916	New	+$55.8K	﹤0.01%	1332
2014 Q3	–	Sell	-1,273,060	Closed	-$24.4M	–	1105
2014 Q2	$24.4M	Sell	1,273,060 -128,000	-9%	-$2.37M	0.05%	239
2014 Q1	$25.5M	Buy	1,401,060 +1,322,860	+1,692%	+$23.6M	0.06%	226
2013 Q4	$1.4M	Sell	78,200 -16,000	-17%	-$271K	﹤0.01%	675
2013 Q3	$1.51M	Sell	94,200 -13,000	-12%	-$207K	﹤0.01%	635
2013 Q2	$1.64M	Buy	+107,200	New	+$1.66M	﹤0.01%	638

Other funds holding XLK

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Lazard Asset Management's XLK Position: Q4 2024 in Review

Lazard Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 916 shares — an estimated $103K sold.

Lazard Asset Management first reported a position in XLK in Q2 2013 and held it in 21 quarters. The position peaked at $25.5M in Q1 2014. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Lazard Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Lazard Asset Management sold 916 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $103K.
Lazard Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and held it in 21 quarters.
Lazard Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $25.5M in Q1 2014.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Lazard Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.