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Legacy Capital Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Capital Partners’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
2022
Q1 		– Sell
-3,546
Closed -$308K – 148
2021
Q4 		$308K Buy
+3,546
New +$292K 0.1% 121

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Morgan Stanley
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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Capital Partners's XLK Position: Q1 2022 in Review

Legacy Capital Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 3,546 shares — an estimated $308K sold.

Legacy Capital Partners first reported a position in XLK in Q4 2021 and held it in 1 quarter. The position peaked at $308K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

  • Legacy Capital Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Capital Partners sold 3,546 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $308K.
  • Legacy Capital Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Legacy Capital Partners's State Street Technology Select Sector SPDR ETF position peaked at $308K in Q4 2021.
  • 1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.