Palo Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Palo Capital’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
2018 Q4	$959K	Buy	30,942 +28	+0.1%	+$947	0.41%	80
2018 Q3	$1.16M	Buy	30,914 +954	+3%	+$35K	0.42%	79
2018 Q2	$1.04M	Buy	29,960 +1,716	+6%	+$58.9K	0.38%	85
2018 Q1	$924K	Buy	+28,244	New	+$949K	0.34%	90

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

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

Palo Capital's XLK Position: Q4 2018 in Review

Palo Capital increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.09% in Q4 2018, buying an estimated $947 and bringing the position to 30,942 shares worth $959K. The position accounts for 0.41% of the portfolio, ranked #80.

Palo Capital first reported a position in XLK in Q1 2018 and has held it in 4 quarters since. The position peaked at $1.16M in Q3 2018. 902 funds tracked by Wall St. Rank hold XLK as of Q4 2018.

Palo Capital held 30,942 shares of State Street Technology Select Sector SPDR ETF worth $959K as of Q4 2018.
Palo Capital bought 28 State Street Technology Select Sector SPDR ETF shares in Q4 2018, an estimated $947.
State Street Technology Select Sector SPDR ETF made up 0.41% of Palo Capital's portfolio in Q4 2018, its #80 holding.
Palo Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 4 quarters since.
Palo Capital's State Street Technology Select Sector SPDR ETF position peaked at $1.16M in Q3 2018.
902 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.