ACM
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Alethea Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Alethea Capital 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
-22,326
Closed -$441K – 94
2015
Q3 		$441K Sell
22,326
-1,088
-5% -$22.4K 0.67% 39
2015
Q2 		$485K Buy
23,414
+674
+3% +$14.4K 0.75% 28
2015
Q1 		$471K Sell
22,740
-24,150
-52% -$503K 0.52% 39
2014
Q4 		$969K Buy
+46,890
New +$951K 0.99% 31

Other funds holding XLK

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Bank of America
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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