Gary Goldberg Planning Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$27K	Buy	1,310 +200	+18%	+$4.05K	0.01%	278
2014 Q3	$22K	Hold	1,110	–	–	0.01%	307
2014 Q2	$21K	Hold	1,110	–	–	0.01%	296
2014 Q1	$20K	Buy	1,110 +470	+73%	+$8.39K	0.01%	277
2013 Q4	$11K	Hold	640	–	–	0.01%	284
2013 Q3	$10K	Buy	+640	New	+$10.2K	0.01%	291

Other funds holding XLK

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BAM

Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return

Gary Goldberg Planning Services's XLK Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q4 2014, buying an estimated $4.05K and bringing the position to 1,310 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #278.

Gary Goldberg Planning Services first reported a position in XLK in Q3 2013 and has held it in 6 quarters since. 523 funds tracked by Wall St. Rank hold XLK as of Q4 2014.

Gary Goldberg Planning Services held 1,310 shares of State Street Technology Select Sector SPDR ETF worth $27K as of Q4 2014.
Gary Goldberg Planning Services bought 200 State Street Technology Select Sector SPDR ETF shares in Q4 2014, an estimated $4.05K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #278 holding.
Gary Goldberg Planning Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and has held it in 6 quarters since.
523 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.