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Stifel Nicolaus & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$2.78M Sell
173,672
-28,250
-14% -$450K 0.05% 378
2013
Q2 		$3.09M Buy
+201,922
New +$3.12M 0.06% 312

Other funds holding XLK

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $2.73B AUM 28.24% 1-Year Est. Return

Stifel Nicolaus & Co's XLK Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q3 2013, selling an estimated $450K and leaving 173,672 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #378.

Stifel Nicolaus & Co first reported a position in XLK in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.09M in Q2 2013. 361 funds tracked by Wall St. Rank hold XLK as of Q3 2013.

  • Stifel Nicolaus & Co held 173,672 shares of State Street Technology Select Sector SPDR ETF worth $2.78M as of Q3 2013.
  • Stifel Nicolaus & Co sold 28,250 State Street Technology Select Sector SPDR ETF shares in Q3 2013, an estimated $450K.
  • State Street Technology Select Sector SPDR ETF made up 0.05% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #378 holding.
  • Stifel Nicolaus & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's State Street Technology Select Sector SPDR ETF position peaked at $3.09M in Q2 2013.
  • 361 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.