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Chessman Wealth Strategies RIA’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Chessman Wealth Strategies RIA’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 		– Sell
-96
Closed -$4K – 175
2018
Q3 		$4K Buy
+96
New +$3.52K ﹤0.01% 167

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chessman Wealth Strategies RIA's XLK Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2018, closing a stake of 96 shares — an estimated $4K sold.

Chessman Wealth Strategies RIA first reported a position in XLK in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 902 funds tracked by Wall St. Rank hold XLK as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 96 State Street Technology Select Sector SPDR ETF shares in Q4 2018, an estimated $4K.
  • Chessman Wealth Strategies RIA first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's State Street Technology Select Sector SPDR ETF position peaked at $4K in Q3 2018.
  • 902 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.