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Legacy Investment Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$114K Buy
+900
New +$99.9K 0.06% 103
2024
Q4 		$53.3K Hold
458
– – 0.03% 118
2024
Q3 		$53.9K Buy
+458
New +$50.3K 0.03% 116

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Investment Solutions's XLK Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025: 900 shares worth $114K. The stake represents 0.06% of the portfolio and ranks #103 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in XLK as recently as Q4 2024.

Legacy Investment Solutions first reported a position in XLK in Q3 2024 and has held it in 3 quarters since. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • Legacy Investment Solutions held 900 shares of State Street Technology Select Sector SPDR ETF worth $114K as of Q2 2025.
  • State Street Technology Select Sector SPDR ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Legacy Investment Solutions's portfolio in Q2 2025, its #103 holding.
  • Legacy Investment Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 3 quarters since.
  • 2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.