Lionsbridge Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lionsbridge Wealth 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 Q4	–	Sell	-7,696	Closed	-$869K	–	74
2024 Q3	$869K	Buy	+7,696	New	+$845K	0.69%	49
2024 Q2	–	Sell	-15,286	Closed	-$1.59M	–	65
2024 Q1	$1.59M	Buy	+15,286	New	+$1.55M	1.23%	28
2020 Q1	–	Sell	-200	Closed	-$9K	–	327
2019 Q4	$9K	Buy	+200	New	+$8.56K	0.01%	123

Other funds holding XLK

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Lionsbridge Wealth Management's XLK Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2024, closing a stake of 7,696 shares — an estimated $869K sold.

Lionsbridge Wealth Management first reported a position in XLK in Q4 2019 and held it in 3 quarters. The position peaked at $1.59M in Q1 2024. 2,194 funds tracked by Wall St. Rank hold XLK as of Q4 2024.

Lionsbridge Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Lionsbridge Wealth Management sold 7,696 State Street Technology Select Sector SPDR ETF shares in Q4 2024, an estimated $869K.
Lionsbridge Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
Lionsbridge Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.59M in Q1 2024.
2,194 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.