CI Investments Inc
XLK icon

CI Investments Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CI Investments Inc’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
2026
Q1 		– Sell
-25,900
Closed -$955K – 679
2025
Q4 		$955K Buy
25,900
+4,320
+20% +$624K ﹤0.01% 440
2025
Q3 		$1.44M Buy
21,580
+17,180
+390% +$2.28M 0.01% 394
2025
Q2 		$363K Sell
4,400
-4,400
-50% -$488K ﹤0.01% 592
2025
Q1 		$3.13M Sell
8,800
-630
-7% -$71.4K 0.01% 334
2024
Q4 		$1.26M Buy
+9,430
New +$1.1M ﹤0.01% 396

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CI Investments Inc's XLK Position: Q4 2014 in Review

CI Investments Inc sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2014, closing a stake of 9,000 shares — an estimated $180K sold.

CI Investments Inc first reported a position in XLK in Q3 2014 and held it in 1 quarter. The position peaked at $180K in Q3 2014. 523 funds tracked by Wall St. Rank hold XLK as of Q4 2014.

  • CI Investments Inc reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
  • CI Investments Inc sold 9,000 State Street Technology Select Sector SPDR ETF shares in Q4 2014, an estimated $180K.
  • CI Investments Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2014 and held it in 1 quarter.
  • CI Investments Inc's State Street Technology Select Sector SPDR ETF position peaked at $180K in Q3 2014.
  • 523 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2014.

Based on CI Investments Inc's 13F filing for Q4 2014, filed 5 Feb 2015.