LBA Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

LBA Wealth Management’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
2017 Q1	$237K	Sell	8,900 -2,350	-21%	-$60.6K	0.12%	99
2016 Q4	$272K	Sell	11,250 -4,014	-26%	-$95.8K	0.15%	91
2016 Q3	$365K	Buy	15,264 +2,150	+16%	+$50K	0.21%	79
2016 Q2	$284K	Sell	13,114 -1,750	-12%	-$38K	0.16%	91
2016 Q1	$330K	Sell	14,864 -5,314	-26%	-$110K	0.19%	87
2015 Q4	$432K	Hold	20,178	–	–	0.25%	75
2015 Q3	$399K	Buy	20,178 +6,368	+46%	+$131K	0.25%	75
2015 Q2	$286K	Hold	13,810	–	–	0.18%	91
2015 Q1	$286K	Buy	13,810 +100	+0.7%	+$2.08K	0.18%	91
2014 Q4	$283K	Buy	13,710 +2,450	+22%	+$49.7K	0.19%	79
2014 Q3	$225K	Buy	11,260 +1,850	+20%	+$36.6K	0.16%	75
2014 Q2	$180K	Buy	9,410 +6,250	+198%	+$116K	0.15%	88
2014 Q1	$57K	Hold	3,160	–	–	0.05%	152
2013 Q4	$56K	Buy	+3,160	New	+$53.6K	0.05%	152

Other funds holding XLK

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

LBA Wealth Management's XLK Position: Q1 2017 in Review

LBA Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 21% in Q1 2017, selling an estimated $60.6K and leaving 8,900 shares worth $237K. The position accounts for 0.12% of the portfolio, ranked #99.

LBA Wealth Management first reported a position in XLK in Q4 2013 and has held it in 14 quarters since. The position peaked at $432K in Q4 2015. 686 funds tracked by Wall St. Rank hold XLK as of Q1 2017.

LBA Wealth Management held 8,900 shares of State Street Technology Select Sector SPDR ETF worth $237K as of Q1 2017.
LBA Wealth Management sold 2,350 State Street Technology Select Sector SPDR ETF shares in Q1 2017, an estimated $60.6K.
State Street Technology Select Sector SPDR ETF made up 0.12% of LBA Wealth Management's portfolio in Q1 2017, its #99 holding.
LBA Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $432K in Q4 2015.
686 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.