Investors Capital Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$4.54M Buy
209,424
+1,344
+0.6% +$29.1K 0.87% 9
2016
Q1
$4.61M Buy
208,080
+19,726
+10% +$408K 0.92% 9
2015
Q4
$4.03M Buy
188,354
+107,512
+133% +$2.32M 0.78% 10
2015
Q3
$1.6M Buy
80,842
+6,524
+9% +$134K 0.32% 62
2015
Q2
$1.54M Sell
74,318
-298
-0.4% -$6.36K 0.28% 83
2015
Q1
$1.55M Buy
74,616
+3,900
+6% +$81.3K 0.29% 82
2014
Q4
$1.46M Buy
70,716
+6,368
+10% +$129K 0.28% 83
2014
Q3
$1.28M Buy
64,348
+3,408
+6% +$67.5K 0.25% 104
2014
Q2
$1.17M Buy
60,940
+12,176
+25% +$225K 0.19% 162
2014
Q1
$886K Buy
48,764
+570
+1% +$10.2K 0.19% 156
2013
Q4
$861K Buy
48,194
+6,424
+15% +$109K 0.2% 144
2013
Q3
$669K Buy
41,770
+8,768
+27% +$140K 0.17% 175
2013
Q2
$504K Buy
+33,002
New +$511K 0.15% 192

Other funds holding XLK

Investors Capital Advisory Services's XLK Position: Q2 2016 in Review

Investors Capital Advisory Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.65% in Q2 2016, buying an estimated $29.1K and bringing the position to 209,424 shares worth $4.54M. The position accounts for 0.87% of the portfolio, ranked #9.

Investors Capital Advisory Services first reported a position in XLK in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.61M in Q1 2016. 562 funds tracked by Wall St. Rank hold XLK as of Q2 2016.

  • Investors Capital Advisory Services held 209,424 shares of State Street Technology Select Sector SPDR ETF worth $4.54M as of Q2 2016.
  • Investors Capital Advisory Services bought 1,344 State Street Technology Select Sector SPDR ETF shares in Q2 2016, an estimated $29.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.87% of Investors Capital Advisory Services's portfolio in Q2 2016, its #9 holding.
  • Investors Capital Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 13 quarters since.
  • Investors Capital Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $4.61M in Q1 2016.
  • 562 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.