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KMS Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

KMS Financial Services’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
2014
Q3 		$299K Buy
14,992
+4,210
+39% +$83.4K 0.04% 375
2014
Q2 		$207K Sell
10,782
-1,954
-15% -$36.2K 0.03% 491
2014
Q1 		$232K Buy
12,736
+1,100
+9% +$19.6K 0.04% 446
2013
Q4 		$208K Buy
+11,636
New +$197K 0.04% 461

Other funds holding XLK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

KMS Financial Services's XLK Position: Q3 2014 in Review

KMS Financial Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 39% in Q3 2014, buying an estimated $83.4K and bringing the position to 14,992 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #375.

KMS Financial Services first reported a position in XLK in Q4 2013 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold XLK as of Q3 2014.

  • KMS Financial Services held 14,992 shares of State Street Technology Select Sector SPDR ETF worth $299K as of Q3 2014.
  • KMS Financial Services bought 4,210 State Street Technology Select Sector SPDR ETF shares in Q3 2014, an estimated $83.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #375 holding.
  • KMS Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.