Hefty Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Hefty Wealth Partners’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 Q1	–	Sell	-101,500	Closed	-$3.25M	–	283
2017 Q4	$3.25M	Buy	101,500 +17,448	+21%	+$547K	2.01%	15
2017 Q3	$2.48M	Buy	84,052 +83,948	+80,719%	+$2.42M	1.64%	23
2017 Q2	$2K	Sell	104 -88,500	-100%	-$2.44M	﹤0.01%	231
2017 Q1	$2.36M	Buy	+88,604	New	+$2.28M	1.72%	21
2016 Q3	–	Sell	-102,470	Closed	-$2.22M	–	258
2016 Q2	$2.22M	Buy	+102,470	New	+$2.22M	1.83%	15
2016 Q1	–	Sell	-59,188	Closed	-$1.27M	–	236
2015 Q4	$1.27M	Buy	+59,188	New	+$1.27M	1.21%	25

Other funds holding XLK

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Hefty Wealth Partners's XLK Position: Q1 2018 in Review

Hefty Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2018, closing a stake of 101,500 shares — an estimated $3.25M sold.

Hefty Wealth Partners first reported a position in XLK in Q4 2015 and held it in 6 quarters. The position peaked at $3.25M in Q4 2017. 814 funds tracked by Wall St. Rank hold XLK as of Q1 2018.

Hefty Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 101,500 State Street Technology Select Sector SPDR ETF shares in Q1 2018, an estimated $3.25M.
Hefty Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and held it in 6 quarters.
Hefty Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $3.25M in Q4 2017.
814 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.