CIM
XLK icon

Cetera Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cetera Investment 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
2017
Q3 		– Sell
-69,654
Closed -$1.91M – 86
2017
Q2 		$1.91M Sell
69,654
-12,862
-16% -$354K 2.41% 12
2017
Q1 		$2.2M Sell
82,516
-57,226
-41% -$1.47M 2.52% 8
2016
Q4 		$3.38M Buy
139,742
+26,622
+24% +$635K 2.53% 8
2016
Q3 		$2.7M Sell
113,120
-28,544
-20% -$663K 1.74% 13
2016
Q2 		$3.07M Sell
141,664
-31,140
-18% -$675K 1.81% 13
2016
Q1 		$3.83M Sell
172,804
-22,708
-12% -$469K 1.98% 14
2015
Q4 		$4.18M Buy
+195,512
New +$4.21M 1.69% 11

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return