Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MWP
MYCIO Wealth Partners’s
State Street Technology Select Sector SPDR ETF
XLK
Stock Holding History
MYCIO Wealth Partners’s Portfolio
XLK Stock Details
XLK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-12,014
Closed
-$551K
–
424
2019
Q4
$551K
Sell
12,014
-210
-2%
-$8.99K
0.04%
184
2019
Q3
$492K
Buy
12,224
+28
+0.2%
+$1.12K
0.04%
183
2019
Q2
$476K
Buy
12,196
+34
+0.3%
+$1.3K
0.04%
177
2019
Q1
$450K
Buy
12,162
+28
+0.2%
+$958
0.04%
169
2018
Q4
$376K
Sell
12,134
-7,816
-39%
-$264K
0.04%
179
2018
Q3
$751K
Sell
19,950
-252
-1%
-$9.24K
0.07%
119
2018
Q2
$702K
Buy
20,202
+9,298
+85%
+$319K
0.07%
119
2018
Q1
$357K
Buy
+10,904
New
+$366K
0.04%
164
2016
Q4
–
Sell
-1,600
Closed
-$38K
–
683
2016
Q3
$38K
Hold
1,600
–
–
0.01%
390
2016
Q2
$35K
Hold
1,600
–
–
0.01%
386
2016
Q1
$35K
Hold
1,600
–
–
0.01%
361
2015
Q4
$34K
Sell
1,600
-504
-24%
-$10.9K
0.01%
334
2015
Q3
$42K
Buy
2,104
+504
+32%
+$10.4K
0.01%
323
2015
Q2
$33K
Hold
1,600
–
–
0.01%
354
2015
Q1
$33K
Hold
1,600
–
–
0.01%
336
2014
Q4
$33K
Hold
1,600
–
–
0.01%
324
2014
Q3
$32K
Hold
1,600
–
–
0.01%
307
2014
Q2
$31K
Hold
1,600
–
–
0.01%
330
2014
Q1
$29K
Buy
+1,600
New
+$28.6K
0.01%
332
Other funds holding XLK
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
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
State of Tennessee, Department of Treasury
Nashville, Tennessee
$29.8B AUM
29.48%
1-Year Est. Return
APF
Alaska Permanent Fund
Juneau, Alaska
$1.57B AUM
15.23%
1-Year Est. Return
CM
Churchill Management
Los Angeles, California
$9.21B AUM
19.91%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close