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Planning Solutions Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Planning Solutions Group’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 		$212K Buy
5,438
+2
+0% +$76 0.11% 133
2019
Q1 		$201K Buy
+5,436
New +$186K 0.11% 131

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Planning Solutions Group's XLK Position: Q2 2019 in Review

Planning Solutions Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.04% in Q2 2019, buying an estimated $76 and bringing the position to 5,438 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #133.

Planning Solutions Group first reported a position in XLK in Q1 2019 and has held it in 2 quarters since. 950 funds tracked by Wall St. Rank hold XLK as of Q2 2019.

  • Planning Solutions Group held 5,438 shares of State Street Technology Select Sector SPDR ETF worth $212K as of Q2 2019.
  • Planning Solutions Group bought 2 State Street Technology Select Sector SPDR ETF shares in Q2 2019, an estimated $76.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Planning Solutions Group's portfolio in Q2 2019, its #133 holding.
  • Planning Solutions Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 2 quarters since.
  • 950 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.