Beacon Pointe Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beacon Pointe Wealth 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 Q4	–	Sell	-15,914	Closed	-$642K	–	291
2019 Q3	$642K	Buy	+15,914	New	+$637K	0.14%	132
2019 Q1	–	Sell	-7,432	Closed	-$230K	–	264
2018 Q4	$230K	Buy	+7,432	New	+$251K	0.08%	201

Other funds holding XLK

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

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

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors's XLK Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2019, closing a stake of 15,914 shares — an estimated $642K sold.

Beacon Pointe Wealth Advisors first reported a position in XLK in Q4 2018 and held it in 2 quarters. The position peaked at $642K in Q3 2019. 1,124 funds tracked by Wall St. Rank hold XLK as of Q4 2019.

Beacon Pointe Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
Beacon Pointe Wealth Advisors sold 15,914 State Street Technology Select Sector SPDR ETF shares in Q4 2019, an estimated $642K.
Beacon Pointe Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and held it in 2 quarters.
Beacon Pointe Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $642K in Q3 2019.
1,124 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.