LWP
XLK icon

Legacy Wealth Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Wealth Planning’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
Q2 		– Sell
-2,626
Closed -$209K – 108
2022
Q1 		$209K Buy
2,626
+70
+3% +$5.5K 0.25% 94
2021
Q4 		$222K Buy
+2,556
New +$210K 0.25% 86

Other funds holding XLK

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Wealth Planning's XLK Position: Q2 2022 in Review

Legacy Wealth Planning sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2022, closing a stake of 2,626 shares — an estimated $209K sold.

Legacy Wealth Planning first reported a position in XLK in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 1,493 funds tracked by Wall St. Rank hold XLK as of Q2 2022.

  • Legacy Wealth Planning reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 2,626 State Street Technology Select Sector SPDR ETF shares in Q2 2022, an estimated $209K.
  • Legacy Wealth Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Legacy Wealth Planning's State Street Technology Select Sector SPDR ETF position peaked at $222K in Q4 2021.
  • 1,493 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2022.

Based on Legacy Wealth Planning's 13F filing for Q2 2022, filed 26 Jul 2022.