Lindbrook Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lindbrook Capital’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	$7.92M	Buy	76,756 +43,580	+131%	+$4.94M	0.73%	22
2024 Q4	$3.86M	Sell	33,176 -998	-3%	-$116K	0.35%	44
2024 Q3	$3.86M	Sell	34,174 -674	-2%	-$74K	0.34%	47
2024 Q2	$3.94M	Sell	34,848 -5,040	-13%	-$531K	0.37%	47
2024 Q1	$4.15M	Sell	39,888 -1,688	-4%	-$171K	0.39%	46
2023 Q4	$4M	Sell	41,576 -878	-2%	-$78.2K	0.4%	45
2023 Q3	$3.48M	Buy	42,454 +208	+0.5%	+$17.8K	0.39%	45
2023 Q2	$3.67M	Buy	42,246 +432	+1%	+$34.1K	0.39%	47
2023 Q1	$3.16M	Buy	41,814 +44	+0.1%	+$3.03K	0.37%	50
2022 Q4	$2.6M	Buy	41,770 +34,810	+500%	+$2.21M	0.32%	57
2022 Q3	$413K	Sell	6,960 -642	-8%	-$43.8K	0.07%	171
2022 Q2	$483K	Buy	7,602 +7,160	+1,620%	+$499K	0.08%	157
2022 Q1	$35K	Sell	442 -82	-16%	-$6.44K	0.01%	808
2021 Q4	$46K	Buy	+524	New	+$43.2K	0.01%	753
2021 Q3	–	Sell	-1,000	Closed	-$74K	–	2021
2021 Q2	$74K	Hold	1,000	–	–	0.02%	359
2021 Q1	$66K	Hold	1,000	–	–	0.01%	357
2020 Q4	$65K	Hold	1,000	–	–	0.02%	337
2020 Q3	$58K	Hold	1,000	–	–	0.02%	322
2020 Q2	$52K	Buy	+1,000	New	+$47K	0.02%	351

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Lindbrook Capital's XLK Position: Q1 2025 in Review

Lindbrook Capital increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 131% in Q1 2025, buying an estimated $4.94M and bringing the position to 76,756 shares worth $7.92M. The position accounts for 0.73% of the portfolio, ranked #22.

Lindbrook Capital first reported a position in XLK in Q2 2020 and has held it in 19 quarters since. 2,133 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Lindbrook Capital held 76,756 shares of State Street Technology Select Sector SPDR ETF worth $7.92M as of Q1 2025.
Lindbrook Capital bought 43,580 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $4.94M.
State Street Technology Select Sector SPDR ETF made up 0.73% of Lindbrook Capital's portfolio in Q1 2025, its #22 holding.
Lindbrook Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 19 quarters since.
2,133 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.