Sargent Bickham Lagudis’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sargent Bickham Lagudis’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 Q4	$3.52M	Sell	56,574 -1,892	-3%	-$120K	0.29%	73
2022 Q3	$3.47M	Sell	58,466 -9,946	-15%	-$679K	0.31%	65
2022 Q2	$4.35M	Sell	68,412 -11,408	-14%	-$795K	0.38%	56
2022 Q1	$6.34M	Sell	79,820 -26,356	-25%	-$2.07M	0.49%	47
2021 Q4	$9.23M	Sell	106,176 -260	-0.2%	-$21.4K	0.7%	32
2021 Q3	$7.95M	Sell	106,436 -554	-0.5%	-$42.7K	0.65%	33
2021 Q2	$7.9M	Buy	106,990 +394	+0.4%	+$27.6K	0.64%	34
2021 Q1	$7.08M	Sell	106,596 -34,198	-24%	-$2.26M	0.62%	35
2020 Q4	$9.15M	Sell	140,794 -13,810	-9%	-$841K	0.85%	25
2020 Q3	$9.02M	Sell	154,604 -18,840	-11%	-$1.06M	0.91%	22
2020 Q2	$9.06M	Buy	173,444 +48,172	+38%	+$2.27M	0.97%	20
2020 Q1	$5.03M	Buy	125,272 +21,884	+21%	+$999K	0.65%	32
2019 Q4	$4.74M	Sell	103,388 -4,816	-4%	-$206K	0.53%	40
2019 Q3	$4.36M	Sell	108,204 -1,258	-1%	-$50.3K	0.53%	43
2019 Q2	$4.27M	Buy	109,462 +1,018	+0.9%	+$38.8K	0.51%	46
2019 Q1	$4.01M	Sell	108,444 -23,626	-18%	-$808K	0.46%	54
2018 Q4	$4.09M	Buy	132,070 +3,682	+3%	+$125K	0.53%	46
2018 Q3	$4.84M	Sell	128,388 -1,550	-1%	-$56.8K	0.57%	38
2018 Q2	$4.51M	Sell	129,938 -13,354	-9%	-$458K	0.56%	42
2018 Q1	$4.69M	Sell	143,292 -20,342	-12%	-$683K	0.58%	39
2017 Q4	$5.23M	Sell	163,634 -2,866	-2%	-$89.9K	0.62%	34
2017 Q3	$4.92M	Buy	166,500 +1,120	+0.7%	+$32.3K	0.61%	40
2017 Q2	$4.53M	Sell	165,380 -11,984	-7%	-$330K	0.58%	40
2017 Q1	$4.73M	Sell	177,364 -16,118	-8%	-$415K	0.61%	37
2016 Q4	$4.68M	Buy	193,482 +190,524	+6,441%	+$4.55M	0.72%	35
2016 Q3	$5.63M	Sell	2,958 -247,730	-99%	-$5.76M	0.85%	26
2016 Q2	$5.44M	Sell	250,688 -8,190	-3%	-$178K	0.84%	27
2016 Q1	$5.74M	Buy	+258,878	New	+$5.35M	0.92%	20

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sargent Bickham Lagudis's XLK Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.2% in Q4 2022, selling an estimated $120K and leaving 56,574 shares worth $3.52M. The position accounts for 0.29% of the portfolio, ranked #73.

Sargent Bickham Lagudis first reported a position in XLK in Q1 2016 and has held it in 28 quarters since. The position peaked at $9.23M in Q4 2021. 1,522 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Sargent Bickham Lagudis held 56,574 shares of State Street Technology Select Sector SPDR ETF worth $3.52M as of Q4 2022.
Sargent Bickham Lagudis sold 1,892 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $120K.
State Street Technology Select Sector SPDR ETF made up 0.29% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #73 holding.
Sargent Bickham Lagudis first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's State Street Technology Select Sector SPDR ETF position peaked at $9.23M in Q4 2021.
1,522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.