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Osborn Williams & Donohoe’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-3,148
Closed -$120K – 675
2019
Q1 		$120K Buy
+3,148
New +$108K 0.01% 396

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osborn Williams & Donohoe's XLK Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2019, closing a stake of 3,148 shares — an estimated $120K sold.

Osborn Williams & Donohoe first reported a position in XLK in Q1 2019 and held it in 1 quarter. The position peaked at $120K in Q1 2019. 950 funds tracked by Wall St. Rank hold XLK as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 3,148 State Street Technology Select Sector SPDR ETF shares in Q2 2019, an estimated $120K.
  • Osborn Williams & Donohoe first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's State Street Technology Select Sector SPDR ETF position peaked at $120K in Q1 2019.
  • 950 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.