LifePro Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LifePro Asset Management’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 Q3	–	Sell	-2,022	Closed	-$229K	–	178
2024 Q2	$229K	Sell	2,022 -198	-9%	-$20.8K	0.16%	117
2024 Q1	$231K	Sell	2,220 -1,686	-43%	-$171K	0.15%	117
2023 Q4	$376K	Buy	+3,906	New	+$348K	0.29%	75
2022 Q3	–	Sell	-20,716	Closed	-$1.32M	–	133
2022 Q2	$1.32M	Sell	20,716 -716	-3%	-$49.9K	0.68%	36
2022 Q1	$1.7M	Buy	21,432 +590	+3%	+$46.3K	0.61%	34
2021 Q4	$1.81M	Buy	20,842 +13,134	+170%	+$1.08M	0.54%	32
2021 Q3	$575K	Sell	7,708 -270	-3%	-$20.8K	0.17%	50
2021 Q2	$589K	Sell	7,978 -17,060	-68%	-$1.2M	0.17%	43
2021 Q1	$1.66M	Buy	25,038 +844	+3%	+$55.7K	0.53%	26
2020 Q4	$1.57M	Sell	24,194 -1,612	-6%	-$98.2K	0.49%	32
2020 Q3	$1.51M	Sell	25,806 -68	-0.3%	-$3.84K	0.77%	25
2020 Q2	$1.35M	Buy	+25,874	New	+$1.22M	1.17%	22

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

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

LifePro Asset Management's XLK Position: Q3 2024 in Review

LifePro Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2024, closing a stake of 2,022 shares — an estimated $229K sold.

LifePro Asset Management first reported a position in XLK in Q2 2020 and held it in 12 quarters. The position peaked at $1.81M in Q4 2021. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

LifePro Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
LifePro Asset Management sold 2,022 State Street Technology Select Sector SPDR ETF shares in Q3 2024, an estimated $229K.
LifePro Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and held it in 12 quarters.
LifePro Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $1.81M in Q4 2021.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.