AIM
XLK icon

Ada Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ada Investment 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
2015
Q4 		– Sell
-253,590
Closed -$4.98M – 547
2015
Q3 		$4.98M Buy
+253,590
New +$5.22M 2.55% 1

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ada Investment Management's XLK Position: Q4 2015 in Review

Ada Investment Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2015, closing a stake of 253,590 shares — an estimated $4.98M sold.

Ada Investment Management first reported a position in XLK in Q3 2015 and held it in 1 quarter. The position peaked at $4.98M in Q3 2015. 595 funds tracked by Wall St. Rank hold XLK as of Q4 2015.

  • Ada Investment Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 253,590 State Street Technology Select Sector SPDR ETF shares in Q4 2015, an estimated $4.98M.
  • Ada Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $4.98M in Q3 2015.
  • 595 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.