MBT
XLK icon

Monroe Bank & Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Monroe Bank & 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
2013
Q4 		– Sell
-1,380
Closed -$22K – 307
2013
Q3 		$22K Buy
+1,380
New +$22K 0.01% 218

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
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
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Monroe Bank & Trust's XLK Position: Q4 2013 in Review

Monroe Bank & Trust sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2013, closing a stake of 1,380 shares — an estimated $22K sold.

Monroe Bank & Trust first reported a position in XLK in Q3 2013 and held it in 1 quarter. The position peaked at $22K in Q3 2013. 418 funds tracked by Wall St. Rank hold XLK as of Q4 2013.

  • Monroe Bank & Trust reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2013 after selling out during the quarter.
  • Monroe Bank & Trust sold 1,380 State Street Technology Select Sector SPDR ETF shares in Q4 2013, an estimated $22K.
  • Monroe Bank & Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and held it in 1 quarter.
  • Monroe Bank & Trust's State Street Technology Select Sector SPDR ETF position peaked at $22K in Q3 2013.
  • 418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2013.

Based on Monroe Bank & Trust's 13F filing for Q4 2013, filed 6 Jan 2014.