Cedar Hill Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cedar Hill Associates’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
2018 Q4	$255K	Sell	8,250 -3,200	-28%	-$108K	0.1%	91
2018 Q3	$431K	Hold	11,450	–	–	0.1%	85
2018 Q2	$398K	Hold	11,450	–	–	0.08%	113
2018 Q1	$375K	Buy	+11,450	New	+$385K	0.07%	112
2017 Q4	–	Sell	-10,450	Closed	-$309K	–	158
2017 Q3	$309K	Buy	+10,450	New	+$301K	0.05%	124
2016 Q3	–	Sell	-9,942	Closed	-$216K	–	77
2016 Q2	$216K	Sell	9,942 -2,800	-22%	-$60.7K	0.04%	73
2016 Q1	$283K	Sell	12,742 -587,636	-98%	-$12.1M	0.05%	72
2015 Q4	$12.9M	Sell	600,378 -14,400	-2%	-$310K	2.26%	18
2015 Q3	$12.1M	Buy	614,778 +8,528	+1%	+$176K	2.16%	15
2015 Q2	$12.5M	Buy	606,250 +32,750	+6%	+$699K	1.98%	17
2015 Q1	$11.9M	Buy	573,500 +4,570	+0.8%	+$95.2K	1.89%	20
2014 Q4	$11.8M	Buy	568,930 +10,086	+2%	+$204K	1.86%	18
2014 Q3	$11.1M	Sell	558,844 -380,330	-40%	-$7.53M	1.8%	19
2014 Q2	$18M	Sell	939,174 -61,260	-6%	-$1.13M	2.85%	6
2014 Q1	$18.2M	Buy	1,000,434 +10,300	+1%	+$184K	3.05%	4
2013 Q4	$17.7M	Buy	990,134 +28,260	+3%	+$479K	3.15%	5
2013 Q3	$15.4M	Sell	961,874 -3,300	-0.3%	-$52.6K	2.93%	7
2013 Q2	$14.8M	Buy	+965,174	New	+$14.9M	2.9%	7

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cedar Hill Associates's XLK Position: Q4 2018 in Review

Cedar Hill Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 28% in Q4 2018, selling an estimated $108K and leaving 8,250 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #91.

Cedar Hill Associates first reported a position in XLK in Q2 2013 and has held it in 18 quarters since. The position peaked at $18.2M in Q1 2014. 902 funds tracked by Wall St. Rank hold XLK as of Q4 2018.

Cedar Hill Associates held 8,250 shares of State Street Technology Select Sector SPDR ETF worth $255K as of Q4 2018.
Cedar Hill Associates sold 3,200 State Street Technology Select Sector SPDR ETF shares in Q4 2018, an estimated $108K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Cedar Hill Associates's portfolio in Q4 2018, its #91 holding.
Cedar Hill Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 18 quarters since.
Cedar Hill Associates's State Street Technology Select Sector SPDR ETF position peaked at $18.2M in Q1 2014.
902 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.