Harvest Investment Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Harvest Investment 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
2020 Q4	–	Sell	-11,610	Closed	-$677K	–	253
2020 Q3	$677K	Sell	11,610 -1,078	-8%	-$60.9K	0.39%	66
2020 Q2	$662K	Buy	+12,688	New	+$597K	0.39%	62
2020 Q1	–	Sell	-12,252	Closed	-$561K	–	173
2019 Q4	$561K	Buy	12,252 +616	+5%	+$26.4K	0.3%	60
2019 Q3	$464K	Buy	+11,636	New	+$466K	0.23%	76

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Harvest Investment Services's XLK Position: Q4 2020 in Review

Harvest Investment Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2020, closing a stake of 11,610 shares — an estimated $677K sold.

Harvest Investment Services first reported a position in XLK in Q3 2019 and held it in 4 quarters. The position peaked at $677K in Q3 2020. 1,362 funds tracked by Wall St. Rank hold XLK as of Q4 2020.

Harvest Investment Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Harvest Investment Services sold 11,610 State Street Technology Select Sector SPDR ETF shares in Q4 2020, an estimated $677K.
Harvest Investment Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and held it in 4 quarters.
Harvest Investment Services's State Street Technology Select Sector SPDR ETF position peaked at $677K in Q3 2020.
1,362 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2020.

Based on Harvest Investment Services's 13F filing for Q4 2020, filed 1 Feb 2021.