AIA
XLK icon

Alera Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-618
Closed -$23K – 1035
2019
Q1 		$23K Hold
618
– – 0.01% 266
2018
Q4 		$19K Buy
+618
New +$20.9K 0.01% 299

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alera Investment Advisors's XLK Position: Q2 2019 in Review

Alera Investment Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2019, closing a stake of 618 shares — an estimated $23K sold.

Alera Investment Advisors first reported a position in XLK in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2019. 950 funds tracked by Wall St. Rank hold XLK as of Q2 2019.

  • Alera Investment Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 618 State Street Technology Select Sector SPDR ETF shares in Q2 2019, an estimated $23K.
  • Alera Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $23K in Q1 2019.
  • 950 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.