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

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 $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

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Jacobus Wealth Management's XLK Position: Q3 2017 in Review

Jacobus Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q3 2017, selling an estimated $100K and leaving 14,120 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #118.

Jacobus Wealth Management first reported a position in XLK in Q2 2013 and has held it in 18 quarters since. The position peaked at $482K in Q2 2017. 716 funds tracked by Wall St. Rank hold XLK as of Q3 2017.

Jacobus Wealth Management held 14,120 shares of State Street Technology Select Sector SPDR ETF worth $417K as of Q3 2017.
Jacobus Wealth Management sold 3,480 State Street Technology Select Sector SPDR ETF shares in Q3 2017, an estimated $100K.
State Street Technology Select Sector SPDR ETF made up 0.11% of Jacobus Wealth Management's portfolio in Q3 2017, its #118 holding.
Jacobus Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $482K in Q2 2017.
716 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.