Moody Lynn & Lieberson’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Moody Lynn & Lieberson’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
2022 Q3	–	Sell	-14,990	Closed	-$953K	–	232
2022 Q2	$953K	Buy	+14,990	New	+$1.04M	0.09%	108
2016 Q4	–	Sell	-85,460	Closed	-$2.04M	–	186
2016 Q3	$2.04M	Buy	+85,460	New	+$1.99M	0.34%	72
2014 Q4	–	Sell	-771,118	Closed	-$15.4M	–	209
2014 Q3	$15.4M	Buy	+771,118	New	+$15.3M	2.29%	10
2014 Q1	–	Sell	-11,930	Closed	-$213K	–	221
2013 Q4	$213K	Sell	11,930 -4,100	-26%	-$69.5K	0.03%	187
2013 Q3	$257K	Sell	16,030 -204,070	-93%	-$3.25M	0.04%	158
2013 Q2	$3.37M	Buy	+220,100	New	+$3.41M	0.59%	62

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

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

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moody Lynn & Lieberson's XLK Position: Q3 2022 in Review

Moody Lynn & Lieberson sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2022, closing a stake of 14,990 shares — an estimated $953K sold.

Moody Lynn & Lieberson first reported a position in XLK in Q2 2013 and held it in 6 quarters. The position peaked at $15.4M in Q3 2014. 1,452 funds tracked by Wall St. Rank hold XLK as of Q3 2022.

Moody Lynn & Lieberson reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Moody Lynn & Lieberson sold 14,990 State Street Technology Select Sector SPDR ETF shares in Q3 2022, an estimated $953K.
Moody Lynn & Lieberson first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and held it in 6 quarters.
Moody Lynn & Lieberson's State Street Technology Select Sector SPDR ETF position peaked at $15.4M in Q3 2014.
1,452 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2022, filed 26 Oct 2022.