Northstar Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Northstar Wealth Partners’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
2020 Q3	–	Sell	-18,614	Closed	-$972K	–	186
2020 Q2	$972K	Buy	18,614 +246	+1%	+$11.6K	0.41%	70
2020 Q1	$738K	Sell	18,368 -956	-5%	-$43.6K	0.38%	74
2019 Q4	$885K	Sell	19,324 -638	-3%	-$27.3K	0.36%	84
2019 Q3	$804K	Buy	19,962 +19,522	+4,437%	+$781K	0.35%	83
2019 Q2	$756K	Sell	440 -17,684	-98%	-$674K	0.34%	88
2019 Q1	$671K	Buy	18,124 +682	+4%	+$23.3K	0.31%	90
2018 Q4	$541K	Buy	17,442 +1,016	+6%	+$34.4K	0.28%	95
2018 Q3	$618K	Buy	16,426 +2,006	+14%	+$73.6K	0.3%	92
2018 Q2	$500K	Buy	14,420 +1,054	+8%	+$36.2K	0.25%	109
2018 Q1	$437K	Sell	13,366 -23,040	-63%	-$774K	0.22%	118
2017 Q4	$1.21M	Buy	36,406 +2,606	+8%	+$81.7K	1.08%	31
2017 Q3	$1.01M	Sell	33,800 -504	-1%	-$14.5K	0.99%	34
2017 Q2	$950K	Buy	34,304 +222	+0.7%	+$6.11K	0.87%	35
2017 Q1	$905K	Buy	+34,082	New	+$878K	0.84%	37

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northstar Wealth Partners's XLK Position: Q3 2020 in Review

Northstar Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2020, closing a stake of 18,614 shares — an estimated $972K sold.

Northstar Wealth Partners first reported a position in XLK in Q1 2017 and held it in 14 quarters. The position peaked at $1.21M in Q4 2017. 1,229 funds tracked by Wall St. Rank hold XLK as of Q3 2020.

Northstar Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 18,614 State Street Technology Select Sector SPDR ETF shares in Q3 2020, an estimated $972K.
Northstar Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and held it in 14 quarters.
Northstar Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $1.21M in Q4 2017.
1,229 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.