Leelyn Smith’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Leelyn Smith’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	-330	Closed	-$20.5K	–	448
2022 Q4	$20.5K	Hold	330	–	–	0.01%	258
2022 Q3	$20K	Hold	330	–	–	0.01%	232
2022 Q2	$21K	Buy	+330	New	+$23K	0.01%	247
2021 Q2	–	Sell	-19,812	Closed	-$1.32M	–	401
2021 Q1	$1.32M	Sell	19,812 -1,084	-5%	-$71.6K	0.39%	68
2020 Q4	$1.36M	Sell	20,896 -56	-0.3%	-$3.41K	0.43%	64
2020 Q3	$1.22M	Buy	20,952 +20	+0.1%	+$1.13K	0.43%	64
2020 Q2	$1.09M	Buy	20,932 +22	+0.1%	+$1.03K	0.45%	64
2020 Q1	$840K	Buy	+20,910	New	+$954K	0.45%	61

Other funds holding XLK

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Leelyn Smith's XLK Position: Q1 2023 in Review

Leelyn Smith sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2023, closing a stake of 330 shares — an estimated $20.5K sold.

Leelyn Smith first reported a position in XLK in Q1 2020 and held it in 8 quarters. The position peaked at $1.36M in Q4 2020. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2023.

Leelyn Smith reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 330 State Street Technology Select Sector SPDR ETF shares in Q1 2023, an estimated $20.5K.
Leelyn Smith first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and held it in 8 quarters.
Leelyn Smith's State Street Technology Select Sector SPDR ETF position peaked at $1.36M in Q4 2020.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.