Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-682
Closed -$55.9K – 525
2023
Q3 		$55.9K Buy
+682
New +$58.5K 0.01% 169

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

Legacy Financial Group (Iowa)'s XLK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023, closing a stake of 682 shares — an estimated $55.9K sold.

Legacy Financial Group (Iowa) first reported a position in XLK in Q3 2023 and held it in 1 quarter. The position peaked at $55.9K in Q3 2023. 1,906 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 682 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $55.9K.
  • Legacy Financial Group (Iowa) first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s State Street Technology Select Sector SPDR ETF position peaked at $55.9K in Q3 2023.
  • 1,906 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.