Legacy Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Financial Advisors’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 Q1	–	Sell	-2,100	Closed	-$202K	–	338
2023 Q4	$202K	Sell	2,100 -460	-18%	-$41K	0.04%	284
2023 Q3	$210K	Hold	2,560	–	–	0.04%	246
2023 Q2	$223K	Buy	+2,560	New	+$202K	0.04%	232
2022 Q2	–	Sell	-2,594	Closed	-$206K	–	259
2022 Q1	$206K	Hold	2,594	–	–	0.05%	233
2021 Q4	$226K	Buy	+2,594	New	+$214K	0.05%	190
2019 Q2	–	Sell	-400	Closed	-$15K	–	923
2019 Q1	$15K	Hold	400	–	–	0.01%	532
2018 Q4	$12K	Hold	400	–	–	﹤0.01%	525
2018 Q3	$15K	Hold	400	–	–	0.01%	433
2018 Q2	$15K	Hold	400	–	–	0.01%	439
2018 Q1	$13K	Hold	400	–	–	0.01%	433
2017 Q4	$12K	Buy	+400	New	+$12.5K	﹤0.01%	442

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Legacy Financial Advisors's XLK Position: Q1 2024 in Review

Legacy Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 2,100 shares — an estimated $202K sold.

Legacy Financial Advisors first reported a position in XLK in Q4 2017 and held it in 11 quarters. The position peaked at $226K in Q4 2021. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Legacy Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Legacy Financial Advisors sold 2,100 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $202K.
Legacy Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 11 quarters.
Legacy Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $226K in Q4 2021.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Legacy Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.