Independent Portfolio Consultants’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Independent Portfolio Consultants’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 Q2	$115K	Hold	4,210	–	–	0.05%	395
2017 Q1	$112K	Sell	4,210 -2,320	-36%	-$59.8K	0.04%	424
2016 Q4	$158K	Buy	+6,530	New	+$156K	0.05%	363
2016 Q2	–	Sell	-8,350	Closed	-$185K	–	768
2016 Q1	$185K	Sell	8,350 -890	-10%	-$18.4K	0.05%	355
2015 Q4	$198K	Hold	9,240	–	–	0.06%	337
2015 Q3	$182K	Hold	9,240	–	–	0.04%	359
2015 Q2	$191K	Buy	9,240 +310	+3%	+$6.62K	0.04%	374
2015 Q1	$185K	Sell	8,930 -1,950	-18%	-$40.6K	0.04%	378
2014 Q4	$225K	Hold	10,880	–	–	0.05%	344
2014 Q3	$217K	Buy	10,880 +5,980	+122%	+$118K	0.06%	459
2014 Q2	$94K	Buy	+4,900	New	+$90.7K	0.03%	538

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Independent Portfolio Consultants's XLK Position: Q2 2017 in Review

Independent Portfolio Consultants held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2017 at 4,210 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #395.

Independent Portfolio Consultants first reported a position in XLK in Q2 2014 and has held it in 11 quarters since. The position peaked at $225K in Q4 2014. 697 funds tracked by Wall St. Rank hold XLK as of Q2 2017.

Independent Portfolio Consultants held 4,210 shares of State Street Technology Select Sector SPDR ETF worth $115K as of Q2 2017.
Independent Portfolio Consultants left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2017.
State Street Technology Select Sector SPDR ETF made up 0.05% of Independent Portfolio Consultants's portfolio in Q2 2017, its #395 holding.
Independent Portfolio Consultants first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's State Street Technology Select Sector SPDR ETF position peaked at $225K in Q4 2014.
697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.