Stearns Financial Services Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stearns Financial Services 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
2020 Q3	$36K	Buy	618 +2	+0.3%	+$113	0.01%	180
2020 Q2	$32K	Hold	616	–	–	0.01%	168
2020 Q1	$25K	Sell	616 -290	-32%	-$13.2K	﹤0.01%	169
2019 Q4	$41K	Buy	906 +2	+0.2%	+$86	0.01%	159
2019 Q3	$36K	Buy	904 +4	+0.4%	+$160	0.01%	153
2019 Q2	$35K	Sell	900 -138	-13%	-$5.26K	0.01%	148
2019 Q1	$38K	Sell	1,038 -938	-47%	-$32.1K	0.01%	151
2018 Q4	$61K	Sell	1,976 -214	-10%	-$7.24K	0.01%	142
2018 Q3	$83K	Buy	+2,190	New	+$80.3K	0.02%	141
2016 Q4	–	Sell	-11,240	Closed	-$269K	–	131
2016 Q3	$269K	Buy	11,240 +454	+4%	+$10.5K	0.07%	111
2016 Q2	$234K	Buy	10,786 +722	+7%	+$15.7K	0.07%	112
2016 Q1	$223K	Buy	+10,064	New	+$208K	0.07%	108

Other funds holding XLK

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

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stearns Financial Services Group's XLK Position: Q3 2020 in Review

Stearns Financial Services Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.32% in Q3 2020, buying an estimated $113 and bringing the position to 618 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #180.

Stearns Financial Services Group first reported a position in XLK in Q1 2016 and has held it in 12 quarters since. The position peaked at $269K in Q3 2016. 1,228 funds tracked by Wall St. Rank hold XLK as of Q3 2020.

Stearns Financial Services Group held 618 shares of State Street Technology Select Sector SPDR ETF worth $36K as of Q3 2020.
Stearns Financial Services Group bought 2 State Street Technology Select Sector SPDR ETF shares in Q3 2020, an estimated $113.
State Street Technology Select Sector SPDR ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #180 holding.
Stearns Financial Services Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 12 quarters since.
Stearns Financial Services Group's State Street Technology Select Sector SPDR ETF position peaked at $269K in Q3 2016.
1,228 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.