Stanford Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-1,956	Closed	-$47K	–	311
2016 Q4	$47K	Hold	1,956	–	–	0.02%	149
2016 Q3	$47K	Hold	1,956	–	–	0.02%	158
2016 Q2	$42K	Hold	1,956	–	–	0.02%	160
2016 Q1	$43K	Hold	1,956	–	–	0.02%	151
2015 Q4	$42K	Buy	1,956 +836	+75%	+$18K	0.02%	138
2015 Q3	$22K	Hold	1,120	–	–	0.02%	214
2015 Q2	$23K	Hold	1,120	–	–	0.02%	216
2015 Q1	$23K	Hold	1,120	–	–	0.02%	215
2014 Q4	$23K	Buy	+1,120	New	+$22.7K	0.02%	213

Other funds holding XLK

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Stanford Investment Group's XLK Position: Q1 2017 in Review

Stanford Investment Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2017, closing a stake of 1,956 shares — an estimated $47K sold.

Stanford Investment Group first reported a position in XLK in Q4 2014 and held it in 9 quarters. The position peaked at $47K in Q4 2016. 686 funds tracked by Wall St. Rank hold XLK as of Q1 2017.

Stanford Investment Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,956 State Street Technology Select Sector SPDR ETF shares in Q1 2017, an estimated $47K.
Stanford Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's State Street Technology Select Sector SPDR ETF position peaked at $47K in Q4 2016.
686 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.