Girard Securities’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Girard Securities’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
2017 Q4	–	Sell	-12,338	Closed	-$364K	–	124
2017 Q3	$364K	Buy	12,338 +450	+4%	+$13K	0.32%	70
2017 Q2	$327K	Sell	11,888 -1,518	-11%	-$41.8K	0.25%	102
2017 Q1	$357K	Sell	13,406 -35,390	-73%	-$912K	0.31%	91
2016 Q4	$1.18M	Buy	+48,796	New	+$1.16M	1.03%	21

Other funds holding XLK

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

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

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

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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 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

Girard Securities's XLK Position: Q4 2017 in Review

Girard Securities sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2017, closing a stake of 12,338 shares — an estimated $364K sold.

Girard Securities first reported a position in XLK in Q4 2016 and held it in 4 quarters. The position peaked at $1.18M in Q4 2016. 805 funds tracked by Wall St. Rank hold XLK as of Q4 2017.

Girard Securities reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 12,338 State Street Technology Select Sector SPDR ETF shares in Q4 2017, an estimated $364K.
Girard Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and held it in 4 quarters.
Girard Securities's State Street Technology Select Sector SPDR ETF position peaked at $1.18M in Q4 2016.
805 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.