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

Legend 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
2025 Q1	–	Sell	-36	Closed	-$4.18K	–	259
2024 Q4	$4.18K	Buy	+36	New	+$4.19K	﹤0.01%	165
2024 Q3	–	Sell	-448	Closed	-$50.7K	–	286
2024 Q2	$50.7K	Buy	448 +36	+9%	+$3.79K	0.04%	61
2024 Q1	$42.9K	Hold	412	–	–	0.03%	59
2023 Q4	$39.7K	Hold	412	–	–	0.03%	61
2023 Q3	$33.8K	Hold	412	–	–	0.03%	75
2023 Q2	$35.8K	Hold	412	–	–	0.03%	75
2023 Q1	$31.1K	Hold	412	–	–	0.03%	78
2022 Q4	$25.6K	Hold	412	–	–	0.02%	98
2022 Q3	$24.5K	Buy	+412	New	+$28.1K	0.02%	90

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legend Financial Advisors's XLK Position: Q1 2025 in Review

Legend Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 36 shares — an estimated $4.18K sold.

Legend Financial Advisors first reported a position in XLK in Q3 2022 and held it in 9 quarters. The position peaked at $50.7K in Q2 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Legend Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 36 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $4.18K.
Legend Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and held it in 9 quarters.
Legend Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $50.7K in Q2 2024.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.