Highwater Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Highwater Wealth Management’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	-6,394	Closed	-$204K	–	43
2017 Q4	$204K	Buy	+6,394	New	+$201K	0.44%	42

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

Highwater Wealth Management's XLK Position: Q1 2018 in Review

Highwater Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2018, closing a stake of 6,394 shares — an estimated $204K sold.

Highwater Wealth Management first reported a position in XLK in Q4 2017 and held it in 1 quarter. The position peaked at $204K in Q4 2017. 814 funds tracked by Wall St. Rank hold XLK as of Q1 2018.

Highwater Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Highwater Wealth Management sold 6,394 State Street Technology Select Sector SPDR ETF shares in Q1 2018, an estimated $204K.
Highwater Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
Highwater Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $204K in Q4 2017.
814 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2018.

Based on Highwater Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.