Rowland Carmichael Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Rowland Carmichael Advisors’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 Q1	–	Sell	-1,248	Closed	-$57K	–	366
2019 Q4	$57K	Buy	+1,248	New	+$53.4K	0.02%	302
2019 Q2	–	Sell	-302	Closed	-$11K	–	348
2019 Q1	$11K	Hold	302	–	–	﹤0.01%	313
2018 Q4	$9K	Buy	+302	New	+$10.2K	﹤0.01%	283
2018 Q2	–	Sell	-302	Closed	-$10K	–	367
2018 Q1	$10K	Buy	+302	New	+$10.1K	0.01%	298
2017 Q1	–	Sell	-780	Closed	-$19K	–	319
2016 Q4	$19K	Hold	780	–	–	0.01%	286
2016 Q3	$19K	Sell	780 -244	-24%	-$5.67K	0.01%	269
2016 Q2	$22K	Sell	1,024 -1,886	-65%	-$40.9K	0.01%	270
2016 Q1	$65K	Buy	+2,910	New	+$60.1K	0.06%	166

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

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

Rowland Carmichael Advisors's XLK Position: Q1 2020 in Review

Rowland Carmichael Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2020, closing a stake of 1,248 shares — an estimated $57K sold.

Rowland Carmichael Advisors first reported a position in XLK in Q1 2016 and held it in 8 quarters. The position peaked at $65K in Q1 2016. 1,108 funds tracked by Wall St. Rank hold XLK as of Q1 2020.

Rowland Carmichael Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Rowland Carmichael Advisors sold 1,248 State Street Technology Select Sector SPDR ETF shares in Q1 2020, an estimated $57K.
Rowland Carmichael Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and held it in 8 quarters.
Rowland Carmichael Advisors's State Street Technology Select Sector SPDR ETF position peaked at $65K in Q1 2016.
1,108 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.