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

Lutz 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
2019
Q1 		– Sell
-12,654
Closed -$392K – 65
2018
Q4 		$392K Hold
12,654
– – 0.09% 55
2018
Q3 		$477K Buy
+12,654
New +$464K 0.11% 44

Other funds holding XLK

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Lutz Financial Services's XLK Position: Q1 2019 in Review

Lutz Financial Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2019, closing a stake of 12,654 shares — an estimated $392K sold.

Lutz Financial Services first reported a position in XLK in Q3 2018 and held it in 2 quarters. The position peaked at $477K in Q3 2018. 940 funds tracked by Wall St. Rank hold XLK as of Q1 2019.

  • Lutz Financial Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • Lutz Financial Services sold 12,654 State Street Technology Select Sector SPDR ETF shares in Q1 2019, an estimated $392K.
  • Lutz Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and held it in 2 quarters.
  • Lutz Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $477K in Q3 2018.
  • 940 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2019.

Based on Lutz Financial Services's 13F filing for Q1 2019, filed 6 May 2019.