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Northstar Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Northstar Investment Advisors’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
2016
Q1 		– Sell
-10,420
Closed -$223K – 109
2015
Q4 		$223K Buy
+10,420
New +$224K 0.06% 97

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northstar Investment Advisors's XLK Position: Q1 2016 in Review

Northstar Investment Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2016, closing a stake of 10,420 shares — an estimated $223K sold.

Northstar Investment Advisors first reported a position in XLK in Q4 2015 and held it in 1 quarter. The position peaked at $223K in Q4 2015. 568 funds tracked by Wall St. Rank hold XLK as of Q1 2016.

  • Northstar Investment Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2016 after selling out during the quarter.
  • Northstar Investment Advisors sold 10,420 State Street Technology Select Sector SPDR ETF shares in Q1 2016, an estimated $223K.
  • Northstar Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and held it in 1 quarter.
  • Northstar Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $223K in Q4 2015.
  • 568 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2016.

Based on Northstar Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.