Kanaly Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kanaly Trust’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
2016 Q4	$71K	Hold	2,938	–	–	0.02%	251
2016 Q3	$70K	Hold	2,938	–	–	0.01%	245
2016 Q2	$64K	Hold	2,938	–	–	0.01%	264
2016 Q1	$65K	Hold	2,938	–	–	0.01%	258
2015 Q4	$63K	Hold	2,938	–	–	0.01%	261
2015 Q3	$58K	Hold	2,938	–	–	0.01%	271
2015 Q2	$61K	Hold	2,938	–	–	0.01%	281
2015 Q1	$61K	Hold	2,938	–	–	0.01%	263
2014 Q4	$61K	Sell	2,938 -8,778	-75%	-$178K	0.01%	274
2014 Q3	$234K	Buy	11,716 +8,778	+299%	+$174K	0.05%	173
2014 Q2	$56K	Hold	2,938	–	–	0.01%	295
2014 Q1	$53K	Hold	2,938	–	–	0.01%	298
2013 Q4	$53K	Buy	+2,938	New	+$49.8K	0.01%	298

Other funds holding XLK

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kanaly Trust's XLK Position: Q4 2016 in Review

Kanaly Trust held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2016 at 2,938 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #251.

Kanaly Trust first reported a position in XLK in Q4 2013 and has held it in 13 quarters since. The position peaked at $234K in Q3 2014. 635 funds tracked by Wall St. Rank hold XLK as of Q4 2016.

Kanaly Trust held 2,938 shares of State Street Technology Select Sector SPDR ETF worth $71K as of Q4 2016.
Kanaly Trust left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2016.
State Street Technology Select Sector SPDR ETF made up 0.02% of Kanaly Trust's portfolio in Q4 2016, its #251 holding.
Kanaly Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's State Street Technology Select Sector SPDR ETF position peaked at $234K in Q3 2014.
635 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.