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

Torch 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
2019 Q4	$5.2M	Sell	113,370 -1,112	-1%	-$47.6K	2.87%	5
2019 Q3	$4.61M	Sell	114,482 -1,390	-1%	-$55.6K	2.73%	5
2019 Q2	$4.52M	Buy	115,872 +340	+0.3%	+$13K	2.71%	5
2019 Q1	$4.28M	Buy	115,532 +2,936	+3%	+$100K	2.64%	5
2018 Q4	$3.49M	Buy	112,596 +3,480	+3%	+$118K	2.5%	5
2018 Q3	$4.11M	Buy	109,116 +600	+0.6%	+$22K	2.46%	5
2018 Q2	$3.77M	Buy	108,516 +300	+0.3%	+$10.3K	2.37%	5
2018 Q1	$3.54M	Buy	108,216 +3,940	+4%	+$132K	2.29%	5
2017 Q4	$3.33M	Buy	104,276 +3,200	+3%	+$100K	2.04%	6
2017 Q3	$2.99M	Buy	101,076 +128	+0.1%	+$3.69K	1.96%	11
2017 Q2	$2.76M	Sell	100,948 -360	-0.4%	-$9.91K	1.91%	13
2017 Q1	$2.7M	Buy	101,308 +4,188	+4%	+$108K	1.8%	12
2016 Q4	$2.35M	Buy	97,120 +1,600	+2%	+$38.2K	1.66%	18
2016 Q3	$2.28M	Buy	95,520 +1,540	+2%	+$35.8K	1.66%	16
2016 Q2	$2.04M	Buy	93,980 +1,650	+2%	+$35.8K	1.49%	17
2016 Q1	$2.05M	Buy	92,330 +1,670	+2%	+$34.5K	1.54%	20
2015 Q4	$1.94M	Buy	90,660 +1,420	+2%	+$30.6K	1.42%	24
2015 Q3	$1.76M	Buy	89,240 +810	+0.9%	+$16.7K	1.36%	25
2015 Q2	$1.83M	Buy	88,430 +300	+0.3%	+$6.4K	1.27%	28
2015 Q1	$1.83M	Buy	88,130 +4,000	+5%	+$83.4K	1.41%	23
2014 Q4	$1.74M	Buy	84,130 +6,160	+8%	+$125K	1.33%	30
2014 Q3	$1.56M	Sell	77,970 -1,376	-2%	-$27.2K	1.14%	35
2014 Q2	$1.52M	Sell	79,346 -340	-0.4%	-$6.29K	1.03%	37
2014 Q1	$1.45M	Buy	79,686 +2,800	+4%	+$50K	1.05%	34
2013 Q4	$1.37M	Buy	+76,886	New	+$1.3M	1.05%	32

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 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

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

Torch Wealth Management's XLK Position: Q4 2019 in Review

Torch Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.97% in Q4 2019, selling an estimated $47.6K and leaving 113,370 shares worth $5.2M. The position accounts for 2.87% of the portfolio, ranked #5.

Torch Wealth Management first reported a position in XLK in Q4 2013 and has held it in 25 quarters since. 1,124 funds tracked by Wall St. Rank hold XLK as of Q4 2019.

Torch Wealth Management held 113,370 shares of State Street Technology Select Sector SPDR ETF worth $5.2M as of Q4 2019.
Torch Wealth Management sold 1,112 State Street Technology Select Sector SPDR ETF shares in Q4 2019, an estimated $47.6K.
State Street Technology Select Sector SPDR ETF made up 2.87% of Torch Wealth Management's portfolio in Q4 2019, its #5 holding.
Torch Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 25 quarters since.
1,124 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.