Oak Point Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-42,692
Closed -$1.36M 260
2017
Q4
$1.36M Buy
+42,692
New +$1.34M 1.35% 26

Other funds holding XLK

Oak Point Wealth Management's XLK Position: Q1 2018 in Review

Oak Point Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2018, closing a stake of 42,692 shares — an estimated $1.36M sold.

Oak Point Wealth Management first reported a position in XLK in Q4 2017 and held it in 1 quarter. The position peaked at $1.36M in Q4 2017. 814 funds tracked by Wall St. Rank hold XLK as of Q1 2018.

  • Oak Point Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 42,692 State Street Technology Select Sector SPDR ETF shares in Q1 2018, an estimated $1.36M.
  • Oak Point Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.36M in Q4 2017.
  • 814 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.