Appropriate Balance Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
SGI
PVH
Appropriate Balance Financial Services's XLK Position: Q3 2017 in Review
Appropriate Balance Financial Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q3 2017, buying an estimated $43.5K and bringing the position to 13,504 shares worth $114K. The position accounts for 5.68% of the portfolio, ranked #7.
Appropriate Balance Financial Services first reported a position in XLK in Q2 2016 and has held it in 6 quarters since. The position peaked at $5.2M in Q4 2016. 716 funds tracked by Wall St. Rank hold XLK as of Q3 2017.
- Appropriate Balance Financial Services held 13,504 shares of State Street Technology Select Sector SPDR ETF worth $114K as of Q3 2017.
- Appropriate Balance Financial Services bought 1,510 State Street Technology Select Sector SPDR ETF shares in Q3 2017, an estimated $43.5K.
- State Street Technology Select Sector SPDR ETF made up 5.68% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #7 holding.
- Appropriate Balance Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2016 and has held it in 6 quarters since.
- Appropriate Balance Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $5.2M in Q4 2016.
- 716 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2017.
Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.