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Legacy Wealth Management (Mississippi)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Wealth Management (Mississippi)’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
-6,530
Closed -$568K – 105
2021
Q4 		$568K Buy
6,530
+280
+4% +$23.1K 0.29% 69
2021
Q3 		$467K Buy
6,250
+770
+14% +$59.4K 0.25% 76
2021
Q2 		$405K Buy
5,480
+1,650
+43% +$116K 0.22% 78
2021
Q1 		$254K Hold
3,830
– – 0.15% 88
2020
Q4 		$249K Buy
+3,830
New +$233K 0.16% 87

Other funds holding XLK

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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 Wealth Management (Mississippi)'s XLK Position: Q1 2022 in Review

Legacy Wealth Management (Mississippi) sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022, closing a stake of 6,530 shares — an estimated $568K sold.

Legacy Wealth Management (Mississippi) first reported a position in XLK in Q4 2020 and held it in 5 quarters. The position peaked at $568K in Q4 2021. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

  • Legacy Wealth Management (Mississippi) reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 6,530 State Street Technology Select Sector SPDR ETF shares in Q1 2022, an estimated $568K.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
  • Legacy Wealth Management (Mississippi)'s State Street Technology Select Sector SPDR ETF position peaked at $568K 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 Wealth Management (Mississippi)'s 13F filing for Q1 2022, filed 12 Dec 2024.