CMH Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CMH Wealth 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
2018 Q4	–	Sell	-58,874	Closed	-$2.23M	–	67
2018 Q3	$2.23M	Sell	58,874 -1,320	-2%	-$48.4K	1.17%	32
2018 Q2	$2.11M	Sell	60,194 -58,470	-49%	-$2.01M	1.21%	29
2018 Q1	$3.79M	Sell	118,664 -4,876	-4%	-$164K	2.55%	12
2017 Q4	$4M	Sell	123,540 -3,440	-3%	-$108K	2.65%	11
2017 Q3	$3.76M	Buy	126,980 +1,190	+0.9%	+$34.3K	2.79%	11
2017 Q2	$3.45M	Sell	125,790 -1,210	-1%	-$33.3K	2.75%	11
2017 Q1	$3.34M	Buy	127,000 +510	+0.4%	+$13.1K	2.62%	11
2016 Q4	$3.13M	Buy	+126,490	New	+$3.02M	2.74%	9

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 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 $570B AUM 27.57% 1-Year Est. Return

CMH Wealth Management's XLK Position: Q4 2018 in Review

CMH Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2018, closing a stake of 58,874 shares — an estimated $2.23M sold.

CMH Wealth Management first reported a position in XLK in Q4 2016 and held it in 8 quarters. The position peaked at $4M in Q4 2017. 902 funds tracked by Wall St. Rank hold XLK as of Q4 2018.

CMH Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
CMH Wealth Management sold 58,874 State Street Technology Select Sector SPDR ETF shares in Q4 2018, an estimated $2.23M.
CMH Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and held it in 8 quarters.
CMH Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4M in Q4 2017.
902 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2018.

Based on CMH Wealth Management's 13F filing for Q4 2018, filed 16 Jan 2019.