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

Kabarec 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
2018
Q2 		$21K Hold
600
– – 0.02% 66
2018
Q1 		$20K Buy
+600
New +$20.2K 0.01% 66

Other funds holding XLK

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kabarec Financial Advisors's XLK Position: Q2 2018 in Review

Kabarec Financial Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2018 at 600 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #66.

Kabarec Financial Advisors first reported a position in XLK in Q1 2018 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold XLK as of Q2 2018.

  • Kabarec Financial Advisors held 600 shares of State Street Technology Select Sector SPDR ETF worth $21K as of Q2 2018.
  • Kabarec Financial Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2018.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Kabarec Financial Advisors's portfolio in Q2 2018, its #66 holding.
  • Kabarec Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.