Mariner Wealth Advisors (Cincinnati)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$7.35M	Sell	195,192 -452	-0.2%	-$16.6K	0.41%	65
2018 Q2	$6.8M	Sell	195,644 -7,034	-3%	-$241K	0.4%	61
2018 Q1	$6.63M	Sell	202,678 -568,354	-74%	-$19.1M	0.41%	58
2017 Q4	$24.7M	Buy	771,032 +910	+0.1%	+$28.5K	1.49%	18
2017 Q3	$22.8M	Buy	770,122 +18,798	+3%	+$542K	1.47%	21
2017 Q2	$20.6M	Buy	751,324 +7,920	+1%	+$218K	1.43%	22
2017 Q1	$19.8M	Buy	743,404 +24,946	+3%	+$643K	1.43%	21
2016 Q4	$17.4M	Sell	718,458 -14,480	-2%	-$346K	1.35%	25
2016 Q3	$17.5M	Sell	732,938 -317,132	-30%	-$7.37M	1.49%	23
2016 Q2	$22.8M	Buy	1,050,070 +26,034	+3%	+$565K	2.04%	6
2016 Q1	$22.7M	Buy	1,024,036 +2,564	+0.3%	+$53K	2.23%	6
2015 Q4	$21.9M	Buy	+1,021,472	New	+$22M	2.14%	8
2015 Q1	$24.5M	Buy	1,180,900 +152,544	+15%	+$3.18M	3.44%	2
2014 Q4	$21.3M	Buy	+1,028,356	New	+$20.8M	3.08%	4

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s XLK Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.23% in Q3 2018, selling an estimated $16.6K and leaving 195,192 shares worth $7.35M. The position accounts for 0.41% of the portfolio, ranked #65.

Mariner Wealth Advisors (Cincinnati) first reported a position in XLK in Q4 2014 and has held it in 14 quarters since. The position peaked at $24.7M in Q4 2017. 866 funds tracked by Wall St. Rank hold XLK as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 195,192 shares of State Street Technology Select Sector SPDR ETF worth $7.35M as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) sold 452 State Street Technology Select Sector SPDR ETF shares in Q3 2018, an estimated $16.6K.
State Street Technology Select Sector SPDR ETF made up 0.41% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #65 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 14 quarters since.
Mariner Wealth Advisors (Cincinnati)'s State Street Technology Select Sector SPDR ETF position peaked at $24.7M in Q4 2017.
866 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.