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

Level 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
2024 Q1	–	Sell	-940	Closed	-$90.5K	–	266
2023 Q4	$90.5K	Hold	940	–	–	0.04%	88
2023 Q3	$77K	Hold	940	–	–	0.04%	90
2023 Q2	$81.7K	Hold	940	–	–	0.05%	87
2023 Q1	$71K	Sell	940 -16	-2%	-$1.1K	0.04%	83
2022 Q4	$59K	Buy	956 +16	+2%	+$1.02K	0.04%	87
2022 Q3	$56K	Hold	940	–	–	0.04%	88
2022 Q2	$60K	Buy	+940	New	+$65.5K	0.04%	91

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Level Financial Advisors's XLK Position: Q1 2024 in Review

Level Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 940 shares — an estimated $90.5K sold.

Level Financial Advisors first reported a position in XLK in Q2 2022 and held it in 7 quarters. The position peaked at $90.5K in Q4 2023. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Level Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 940 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $90.5K.
Level Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and held it in 7 quarters.
Level Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $90.5K in Q4 2023.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.