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Sun Life Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sun Life Financial’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 		– Sell
-306,000
Closed -$11.5M – 628
2018
Q3 		$11.5M Sell
306,000
-126,868
-29% -$4.65M 2.09% 7
2018
Q2 		$15M Buy
432,868
+395,676
+1,064% +$13.6M 2.14% 9
2018
Q1 		$284K Sell
37,192
-745,312
-95% -$25M 2.54% 8
2017
Q4 		$25M Hold
782,504
– – 2.56% 6
2017
Q3 		$23.1M Sell
782,504
-392,312
-33% -$11.3M 2.29% 7
2017
Q2 		$32.1M Buy
1,174,816
+1,068,928
+1,009% +$29.4M 3.44% 5
2017
Q1 		$993K Buy
105,888
+10,948
+12% +$282K 2.18% 15
2016
Q4 		$982K Sell
94,940
-1,989,032
-95% -$47.5M 10.98% 4
2016
Q3 		$49.8M Buy
2,083,972
+80,000
+4% +$1.86M 6.19% 3
2016
Q2 		$43.4M Sell
2,003,972
-523,838
-21% -$11.4M 5.13% 4
2016
Q1 		$56.1K Sell
2,527,810
-159,390
-6% -$3.29M 0.11% 36
2015
Q4 		$57.5M Buy
2,687,200
+24,266
+0.9% +$523K 7.87% 4
2015
Q3 		$52.6M Hold
2,662,934
– – 11.23% 2
2015
Q2 		$55.1M Hold
2,662,934
– – 5.87% 3
2015
Q1 		$55.2M Hold
2,662,934
– – 5.72% 3
2014
Q4 		$55.1M Hold
2,662,934
– – 5.77% 3
2014
Q3 		$53.1M Sell
2,662,934
-169,816
-6% -$3.36M 5.58% 3
2014
Q2 		$54.3M Buy
2,832,750
+580,892
+26% +$10.8M 5.63% 3
2014
Q1 		$40.9M Buy
2,251,858
+1,088,554
+94% +$19.4M 4.1% 3
2013
Q4 		$20.8M Buy
1,163,304
+917,456
+373% +$15.5M 1.84% 7
2013
Q3 		$3.94M Buy
+245,848
New +$3.92M 0.35% 76

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Rafferty Asset Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sun Life Financial's XLK Position: Q4 2018 in Review

Sun Life Financial sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2018, closing a stake of 306,000 shares — an estimated $11.5M sold.

Sun Life Financial first reported a position in XLK in Q3 2013 and held it in 21 quarters. The position peaked at $57.5M in Q4 2015. 902 funds tracked by Wall St. Rank hold XLK as of Q4 2018.

  • Sun Life Financial reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 306,000 State Street Technology Select Sector SPDR ETF shares in Q4 2018, an estimated $11.5M.
  • Sun Life Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and held it in 21 quarters.
  • Sun Life Financial's State Street Technology Select Sector SPDR ETF position peaked at $57.5M in Q4 2015.
  • 902 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.