Lehman & Derafelo Financial Resources’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-488	Closed	-$29K	–	208
2022 Q3	$29K	Hold	488	–	–	0.01%	138
2022 Q2	$31K	Buy	+488	New	+$34K	0.01%	142
2021 Q4	–	Sell	-488	Closed	-$36K	–	198
2021 Q3	$36K	Hold	488	–	–	0.01%	138
2021 Q2	$36K	Hold	488	–	–	0.01%	158
2021 Q1	$32K	Hold	488	–	–	0.01%	160
2020 Q4	$32K	Hold	488	–	–	0.01%	160
2020 Q3	$28K	Sell	488 -114	-19%	-$6.44K	0.01%	193
2020 Q2	$31K	Hold	602	–	–	0.01%	178
2020 Q1	$24K	Buy	602 +2	+0.3%	+$91	0.01%	133
2019 Q4	$28K	Hold	600	–	–	0.01%	150
2019 Q3	$24K	Hold	600	–	–	0.01%	143
2019 Q2	$24K	Buy	600 +2	+0.3%	+$76	0.01%	140
2019 Q1	$22K	Hold	598	–	–	0.01%	142
2018 Q4	$19K	Buy	+598	New	+$20.2K	0.01%	134

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lehman & Derafelo Financial Resources's XLK Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 488 shares — an estimated $29K sold.

Lehman & Derafelo Financial Resources first reported a position in XLK in Q4 2018 and held it in 14 quarters. The position peaked at $36K in Q3 2021. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 488 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $29K.
Lehman & Derafelo Financial Resources first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's State Street Technology Select Sector SPDR ETF position peaked at $36K in Q3 2021.
1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.