KPF
XLK icon

K2 Principal Fund’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

K2 Principal Fund’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
-60,000
Closed -$1.86M – 337
2018
Q4 		$1.86M Buy
+60,000
New +$2.03M 0.28% 136
2016
Q2 		– Sell
-120,000
Closed -$2.66M – 314
2016
Q1 		$2.66M Buy
120,000
+85,000
+243% +$1.76M 0.36% 68
2015
Q4 		$750K Buy
+35,000
New +$754K 0.1% 134
2015
Q2 		– Sell
-30,000
Closed -$640K – 208
2015
Q1 		$622K Buy
+30,000
New +$625K 0.13% 114

Other funds holding XLK

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return