Sunflower Bank Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sunflower Bank Wealth Management’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	$1.32M	Sell	22,612 -1,470	-6%	-$83.1K	0.44%	33
2020 Q2	$1.26M	Sell	24,082 -64	-0.3%	-$3.01K	0.42%	35
2020 Q1	$970K	Hold	24,146	–	–	0.37%	42
2019 Q4	$1.11M	Buy	24,146 +568	+2%	+$24.3K	0.34%	46
2019 Q3	$949K	Sell	23,578 -50	-0.2%	-$2K	0.3%	53
2019 Q2	$922K	Sell	23,628 -125,460	-84%	-$4.78M	0.3%	50
2019 Q1	$5.52M	Buy	149,088 +121,200	+435%	+$4.15M	1.66%	12
2018 Q4	$864K	Sell	27,888 -262,760	-90%	-$8.89M	0.28%	56
2018 Q3	$10.9M	Sell	290,648 -6,732	-2%	-$247K	3.08%	5
2018 Q2	$10.3M	Sell	297,380 -2,690	-0.9%	-$92.3K	3.02%	6
2018 Q1	$9.81M	Buy	300,070 +3,670	+1%	+$123K	2.71%	7
2017 Q4	$9.48M	Buy	296,400 +119,402	+67%	+$3.74M	2.55%	7
2017 Q3	$5.23M	Buy	176,998 +3,730	+2%	+$107K	1.89%	9
2017 Q2	$4.74M	Sell	173,268 -10,928	-6%	-$301K	1.61%	12
2017 Q1	$4.91M	Buy	184,196 +65,958	+56%	+$1.7M	1.67%	11
2016 Q4	$2.86M	Buy	118,238 +73,744	+166%	+$1.76M	1.02%	20
2016 Q3	$1.06M	Sell	44,494 -219,960	-83%	-$5.11M	0.39%	42
2016 Q2	$5.73M	Buy	264,454 +1,516	+0.6%	+$32.9K	2.01%	10
2016 Q1	$5.83M	Sell	262,938 -12,860	-5%	-$266K	2.08%	9
2015 Q4	$5.91M	Buy	275,798 +64,742	+31%	+$1.39M	2.07%	9
2015 Q3	$4.17M	Sell	211,056 -150,498	-42%	-$3.1M	1.52%	16
2015 Q2	$7.48M	Buy	361,554 +6,954	+2%	+$148K	2.55%	7
2015 Q1	$7.34M	Sell	354,600 -5,656	-2%	-$118K	2.41%	7
2014 Q4	$7.45M	Buy	360,256 +6,526	+2%	+$132K	2.37%	7
2014 Q3	$7.05M	Buy	353,730 +173,744	+97%	+$3.44M	2.41%	8
2014 Q2	$3.45M	Buy	179,986 +18,822	+12%	+$348K	1.4%	15
2014 Q1	$2.93M	Buy	161,164 +146,838	+1,025%	+$2.62M	1.42%	15
2013 Q4	$256K	Buy	14,326 +720	+5%	+$12.2K	0.13%	78
2013 Q3	$218K	Sell	13,606 -99,870	-88%	-$1.59M	0.12%	83
2013 Q2	$1.74M	Buy	+113,476	New	+$1.76M	0.94%	21

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

Sunflower Bank Wealth Management's XLK Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.1% in Q3 2020, selling an estimated $83.1K and leaving 22,612 shares worth $1.32M. The position accounts for 0.44% of the portfolio, ranked #33.

Sunflower Bank Wealth Management first reported a position in XLK in Q2 2013 and has held it in 30 quarters since. The position peaked at $10.9M in Q3 2018. 1,228 funds tracked by Wall St. Rank hold XLK as of Q3 2020.

Sunflower Bank Wealth Management held 22,612 shares of State Street Technology Select Sector SPDR ETF worth $1.32M as of Q3 2020.
Sunflower Bank Wealth Management sold 1,470 State Street Technology Select Sector SPDR ETF shares in Q3 2020, an estimated $83.1K.
State Street Technology Select Sector SPDR ETF made up 0.44% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #33 holding.
Sunflower Bank Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 30 quarters since.
Sunflower Bank Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $10.9M in Q3 2018.
1,228 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.