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

Jackson 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
2021 Q1	–	Sell	-37,108	Closed	-$2.41M	–	154
2020 Q4	$2.41M	Buy	37,108 +492	+1%	+$30K	0.33%	71
2020 Q3	$2.14M	Sell	36,616 -2,722	-7%	-$154K	0.32%	67
2020 Q2	$2.06M	Sell	39,338 -45,148	-53%	-$2.12M	0.37%	66
2020 Q1	$4.03M	Sell	84,486 -11,406	-12%	-$521K	0.84%	28
2019 Q4	$4.67M	Buy	95,892 +378	+0.4%	+$16.2K	0.78%	38
2019 Q3	$3.84M	Buy	+95,514	New	+$3.82M	0.8%	37

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Jackson Wealth Management's XLK Position: Q1 2021 in Review

Jackson Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2021, closing a stake of 37,108 shares — an estimated $2.41M sold.

Jackson Wealth Management first reported a position in XLK in Q3 2019 and held it in 6 quarters. The position peaked at $4.67M in Q4 2019. 1,356 funds tracked by Wall St. Rank hold XLK as of Q1 2021.

Jackson Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Jackson Wealth Management sold 37,108 State Street Technology Select Sector SPDR ETF shares in Q1 2021, an estimated $2.41M.
Jackson Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and held it in 6 quarters.
Jackson Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.67M in Q4 2019.
1,356 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2021.

Based on Jackson Wealth Management's 13F filing for Q1 2021, filed 12 Apr 2021.