Hamel Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Hamel Associates’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
2019 Q1	–	Sell	-26,030	Closed	-$807K	–	95
2018 Q4	$807K	Sell	26,030 -5,850	-18%	-$198K	0.4%	60
2018 Q3	$1.2M	Hold	31,880	–	–	0.52%	56
2018 Q2	$1.11M	Sell	31,880 -27,300	-46%	-$937K	0.51%	56
2018 Q1	$1.94K	Sell	59,180 -8,800	-13%	-$296K	0.13%	35
2017 Q4	$2.17M	Sell	67,980 -270	-0.4%	-$8.47K	1.03%	32
2017 Q3	$2.02M	Sell	68,250 -7,350	-10%	-$212K	0.98%	33
2017 Q2	$2.07M	Hold	75,600	–	–	1.04%	34
2017 Q1	$2.02M	Buy	75,600 +56,900	+304%	+$1.47M	1.03%	39
2016 Q4	$452K	Buy	+18,700	New	+$446K	0.23%	63

Other funds holding XLK

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Hamel Associates's XLK Position: Q1 2019 in Review

Hamel Associates sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2019, closing a stake of 26,030 shares — an estimated $807K sold.

Hamel Associates first reported a position in XLK in Q4 2016 and held it in 9 quarters. The position peaked at $2.17M in Q4 2017. 940 funds tracked by Wall St. Rank hold XLK as of Q1 2019.

Hamel Associates reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Hamel Associates sold 26,030 State Street Technology Select Sector SPDR ETF shares in Q1 2019, an estimated $807K.
Hamel Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and held it in 9 quarters.
Hamel Associates's State Street Technology Select Sector SPDR ETF position peaked at $2.17M in Q4 2017.
940 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2019.

Based on Hamel Associates's 13F filing for Q1 2019, filed 1 May 2019.