Taylor Hoffman Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Taylor Hoffman 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	–	Sell	-1,800	Closed	-$94K	–	377
2020 Q2	$94K	Buy	+1,800	New	+$84.7K	0.06%	152
2020 Q1	–	Sell	-1,800	Closed	-$83K	–	398
2019 Q4	$83K	Hold	1,800	–	–	0.05%	179
2019 Q3	$72K	Hold	1,800	–	–	0.05%	182
2019 Q2	$70K	Hold	1,800	–	–	0.06%	175
2019 Q1	$67K	Hold	1,800	–	–	0.05%	172
2018 Q4	$56K	Hold	1,800	–	–	0.05%	169
2018 Q3	$68K	Hold	1,800	–	–	0.05%	157
2018 Q2	$63K	Hold	1,800	–	–	0.05%	158
2018 Q1	$59K	Hold	1,800	–	–	0.05%	173
2017 Q4	$58K	Buy	+1,800	New	+$56.5K	0.06%	177

Other funds holding XLK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Taylor Hoffman Wealth Management's XLK Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2020, closing a stake of 1,800 shares — an estimated $94K sold.

Taylor Hoffman Wealth Management first reported a position in XLK in Q4 2017 and held it in 10 quarters. The position peaked at $94K in Q2 2020. 1,229 funds tracked by Wall St. Rank hold XLK as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,800 State Street Technology Select Sector SPDR ETF shares in Q3 2020, an estimated $94K.
Taylor Hoffman Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $94K in Q2 2020.
1,229 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.