LWMG LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LWMG LLC’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	$1.04M	Hold	9,232	–	–	0.2%	37
2024 Q2	$1.04M	Hold	9,232	–	–	0.22%	35
2024 Q1	$961K	Hold	9,232	–	–	0.22%	34
2023 Q4	$888K	Sell	9,232 -196	-2%	-$17.4K	0.22%	33
2023 Q3	$773K	Hold	9,428	–	–	0.21%	37
2023 Q2	$820K	Buy	9,428 +4	+0%	+$315	0.23%	33
2023 Q1	$712K	Buy	9,424 +4	+0%	+$275	0.22%	37
2022 Q4	$586K	Buy	+9,420	New	+$598K	0.21%	53

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

LWMG LLC's XLK Position: Q3 2024 in Review

LWMG LLC held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2024 at 9,232 shares worth $1.04M. The position accounts for 0.2% of the portfolio, ranked #37.

LWMG LLC first reported a position in XLK in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2024. 2,025 funds tracked by Wall St. Rank hold XLK as of Q3 2024.

LWMG LLC held 9,232 shares of State Street Technology Select Sector SPDR ETF worth $1.04M as of Q3 2024.
LWMG LLC left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2024.
State Street Technology Select Sector SPDR ETF made up 0.2% of LWMG LLC's portfolio in Q3 2024, its #37 holding.
LWMG LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 8 quarters since.
LWMG LLC's State Street Technology Select Sector SPDR ETF position peaked at $1.04M in Q2 2024.
2,025 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.