Lucia Wealth Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Lucia Wealth Services’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
2020 Q3	$782K	Buy	13,406 +1,200	+10%	+$67.8K	0.18%	90
2020 Q2	$638K	Buy	12,206 +400	+3%	+$18.8K	0.17%	95
2020 Q1	$474K	Buy	11,806 +100	+0.9%	+$4.56K	0.16%	107
2019 Q4	$537K	Buy	11,706 +3,160	+37%	+$135K	0.16%	90
2019 Q3	$344K	Buy	8,546 +600	+8%	+$24K	0.11%	95
2019 Q2	$310K	Hold	7,946	–	–	0.11%	97
2019 Q1	$294K	Buy	7,946 +2,400	+43%	+$82.1K	0.1%	107
2018 Q4	$172K	Sell	5,546 -1,000	-15%	-$33.8K	0.08%	116
2018 Q3	$247K	Hold	6,546	–	–	0.08%	129
2018 Q2	$227K	Buy	6,546 +1,700	+35%	+$58.3K	0.1%	122
2018 Q1	$159K	Buy	+4,846	New	+$163K	0.05%	116

Other funds holding XLK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lucia Wealth Services's XLK Position: Q3 2020 in Review

Lucia Wealth Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.8% in Q3 2020, buying an estimated $67.8K and bringing the position to 13,406 shares worth $782K. The position accounts for 0.18% of the portfolio, ranked #90.

Lucia Wealth Services first reported a position in XLK in Q1 2018 and has held it in 11 quarters since. 1,229 funds tracked by Wall St. Rank hold XLK as of Q3 2020.

Lucia Wealth Services held 13,406 shares of State Street Technology Select Sector SPDR ETF worth $782K as of Q3 2020.
Lucia Wealth Services bought 1,200 State Street Technology Select Sector SPDR ETF shares in Q3 2020, an estimated $67.8K.
State Street Technology Select Sector SPDR ETF made up 0.18% of Lucia Wealth Services's portfolio in Q3 2020, its #90 holding.
Lucia Wealth Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 11 quarters since.
1,229 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.