JWM
XLK icon

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

Jeppson 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
2020
Q4 		– Sell
-250
Closed -$15K – 468
2020
Q3 		$15K Buy
+250
New +$14.1K 0.01% 360

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jeppson Wealth Management's XLK Position: Q4 2020 in Review

Jeppson Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2020, closing a stake of 250 shares — an estimated $15K sold.

Jeppson Wealth Management first reported a position in XLK in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 1,362 funds tracked by Wall St. Rank hold XLK as of Q4 2020.

  • Jeppson Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 250 State Street Technology Select Sector SPDR ETF shares in Q4 2020, an estimated $15K.
  • Jeppson Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $15K in Q3 2020.
  • 1,362 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.