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JWM
Jacobus Wealth Management’s
State Street Technology Select Sector SPDR ETF
XLK
Stock Holding History
Jacobus Wealth Management’s Portfolio
XLK Stock Details
XLK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q3
$417K
Sell
14,120
-3,480
-20%
-$100K
0.11%
118
2017
Q2
$482K
Hold
17,600
–
–
0.13%
109
2017
Q1
$469K
Hold
17,600
–
–
0.13%
109
2016
Q4
$426K
Hold
17,600
–
–
0.12%
114
2016
Q3
$420K
Hold
17,600
–
–
0.12%
120
2016
Q2
$382K
Hold
17,600
–
–
0.12%
123
2016
Q1
$390K
Hold
17,600
–
–
0.11%
143
2015
Q4
$377K
Hold
17,600
–
–
0.11%
146
2015
Q3
$348K
Hold
17,600
–
–
0.1%
152
2015
Q2
$364K
Hold
17,600
–
–
0.09%
157
2015
Q1
$365K
Hold
17,600
–
–
0.09%
153
2014
Q4
$364K
Hold
17,600
–
–
0.09%
150
2014
Q3
$351K
Hold
17,600
–
–
0.1%
158
2014
Q2
$337K
Hold
17,600
–
–
0.09%
175
2014
Q1
$320K
Hold
17,600
–
–
0.08%
183
2013
Q4
$315K
Hold
17,600
–
–
0.09%
169
2013
Q3
$282K
Hold
17,600
–
–
0.1%
145
2013
Q2
$269K
Buy
+17,600
New
+$272K
0.1%
145
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
Goldman Sachs
New York
$871B AUM
31.28%
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
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
PVH
Psagot Value Holdings
Tel Aviv, Israel
$11M AUM
32.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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