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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,000
Closed -$1K 364
2020
Q4
$1K Buy
+3,000
New +$183K ﹤0.01% 322

Other funds holding XLK

Level Four Financial's XLK Position: Q3 2021 in Review

Level Four Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q3 2021, buying an estimated $60.9K and bringing the position to 24,130 shares worth $1.8M. The position accounts for 0.79% of the portfolio, ranked #28.

Level Four Financial first reported a position in XLK in Q4 2020 and has held it in 4 quarters since. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

  • Level Four Financial held 24,130 shares of State Street Technology Select Sector SPDR ETF worth $1.8M as of Q3 2021.
  • Level Four Financial bought 790 State Street Technology Select Sector SPDR ETF shares in Q3 2021, an estimated $60.9K.
  • State Street Technology Select Sector SPDR ETF made up 0.79% of Level Four Financial's portfolio in Q3 2021, its #28 holding.
  • Level Four Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.