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CFM Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-1,832
Closed -$95K – 464
2020
Q2 		$95K Hold
1,832
– – 0.04% 206
2020
Q1 		$74K Hold
1,832
– – 0.03% 228
2019
Q4 		$88K Buy
+1,832
New +$78.4K 0.03% 223

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CFM Wealth Partners's XLK Position: Q3 2020 in Review

CFM Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2020, closing a stake of 1,832 shares — an estimated $95K sold.

CFM Wealth Partners first reported a position in XLK in Q4 2019 and held it in 3 quarters. The position peaked at $95K in Q2 2020. 1,229 funds tracked by Wall St. Rank hold XLK as of Q3 2020.

  • CFM Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,832 State Street Technology Select Sector SPDR ETF shares in Q3 2020, an estimated $95K.
  • CFM Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $95K in Q2 2020.
  • 1,229 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.