SPL
XLK icon

Smart Portfolios LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Smart Portfolios LLC’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
2017
Q2 		– Sell
-4,634
Closed -$124K – 35
2017
Q1 		$124K Buy
+4,634
New +$119K 0.12% 24
2016
Q1 		– Sell
-310,982
Closed -$6.66M – 25
2015
Q4 		$6.66M Buy
310,982
+13,516
+5% +$291K 4.82% 10
2015
Q3 		$5.87M Buy
297,466
+88,006
+42% +$1.81M 5.38% 10
2015
Q2 		$4.34M Buy
209,460
+23,050
+12% +$492K 6.18% 9
2015
Q1 		$4.01M Buy
186,410
+206
+0.1% +$4.29K 4.46% 11
2014
Q4 		$3.85M Buy
+186,204
New +$3.78M 4.3% 11

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return