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

JOYN 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
2019 Q1	–	Sell	-96	Closed	-$3K	–	1447
2018 Q4	$3K	Hold	96	–	–	﹤0.01%	1437
2018 Q3	$4K	Hold	96	–	–	﹤0.01%	1288
2018 Q2	$3K	Sell	96 -1,498	-94%	-$51.4K	﹤0.01%	1347
2018 Q1	$52K	Buy	+1,594	New	+$53.5K	0.01%	446

Other funds holding XLK

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

JOYN Advisors's XLK Position: Q1 2019 in Review

JOYN Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2019, closing a stake of 96 shares — an estimated $3K sold.

JOYN Advisors first reported a position in XLK in Q1 2018 and held it in 4 quarters. The position peaked at $52K in Q1 2018. 940 funds tracked by Wall St. Rank hold XLK as of Q1 2019.

JOYN Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 96 State Street Technology Select Sector SPDR ETF shares in Q1 2019, an estimated $3K.
JOYN Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's State Street Technology Select Sector SPDR ETF position peaked at $52K in Q1 2018.
940 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.