Aris Wealth Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Aris Wealth Services’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 Q3	–	Sell	-10,212	Closed	-$211K	–	501
2015 Q2	$211K	Buy	10,212 +1,486	+17%	+$31.7K	0.19%	100
2015 Q1	$181K	Sell	8,726 -1,216	-12%	-$25.3K	0.17%	103
2014 Q4	$206K	Sell	9,942 -5,276	-35%	-$107K	0.23%	103
2014 Q3	$304K	Sell	15,218 -2,600	-15%	-$51.5K	0.38%	82
2014 Q2	$342K	Buy	+17,818	New	+$330K	0.45%	79

Other funds holding XLK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Aris Wealth Services's XLK Position: Q3 2015 in Review

Aris Wealth Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2015, closing a stake of 10,212 shares — an estimated $211K sold.

Aris Wealth Services first reported a position in XLK in Q2 2014 and held it in 5 quarters. The position peaked at $342K in Q2 2014. 513 funds tracked by Wall St. Rank hold XLK as of Q3 2015.

Aris Wealth Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 10,212 State Street Technology Select Sector SPDR ETF shares in Q3 2015, an estimated $211K.
Aris Wealth Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2014 and held it in 5 quarters.
Aris Wealth Services's State Street Technology Select Sector SPDR ETF position peaked at $342K in Q2 2014.
513 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.