Signature Financial Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Signature Financial Management’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	$789K	Buy	25,444 +7,728	+44%	+$261K	0.19%	53
2018 Q3	$667K	Buy	17,716 +10	+0.1%	+$367	0.12%	76
2018 Q2	$615K	Buy	17,706 +12	+0.1%	+$412	0.13%	80
2018 Q1	$579K	Buy	17,694 +10	+0.1%	+$336	0.12%	76
2017 Q4	$565K	Buy	17,684 +12	+0.1%	+$376	0.15%	65
2017 Q3	$523K	Buy	17,672 +1,518	+9%	+$43.7K	0.16%	85
2017 Q2	$442K	Sell	16,154 -1,492	-8%	-$41.1K	0.14%	85
2017 Q1	$471K	Hold	17,646	–	–	0.15%	80
2016 Q4	$426K	Hold	17,646	–	–	0.16%	78
2016 Q3	$422K	Buy	+17,646	New	+$410K	0.17%	76

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 $6.73T AUM 46.02% 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

Signature Financial Management's XLK Position: Q4 2018 in Review

Signature Financial Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 44% in Q4 2018, buying an estimated $261K and bringing the position to 25,444 shares worth $789K. The position accounts for 0.19% of the portfolio, ranked #53.

Signature Financial Management first reported a position in XLK in Q3 2016 and has held it in 10 quarters since. 902 funds tracked by Wall St. Rank hold XLK as of Q4 2018.

Signature Financial Management held 25,444 shares of State Street Technology Select Sector SPDR ETF worth $789K as of Q4 2018.
Signature Financial Management bought 7,728 State Street Technology Select Sector SPDR ETF shares in Q4 2018, an estimated $261K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Signature Financial Management's portfolio in Q4 2018, its #53 holding.
Signature Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 10 quarters since.
902 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.