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Johanson Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-2,196
Closed -$101K – 254
2019
Q4 		$101K Buy
+2,196
New +$94K 0.05% 133

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Johanson Financial Advisors's XLK Position: Q1 2020 in Review

Johanson Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2020, closing a stake of 2,196 shares — an estimated $101K sold.

Johanson Financial Advisors first reported a position in XLK in Q4 2019 and held it in 1 quarter. The position peaked at $101K in Q4 2019. 1,106 funds tracked by Wall St. Rank hold XLK as of Q1 2020.

  • Johanson Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 2,196 State Street Technology Select Sector SPDR ETF shares in Q1 2020, an estimated $101K.
  • Johanson Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $101K in Q4 2019.
  • 1,106 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.