Valley Forge Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Valley Forge Asset 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
2015 Q4	$201K	Buy	+9,400	New	+$202K	0.03%	91

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

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

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Valley Forge Asset Management's XLK Position: Q4 2015 in Review

Valley Forge Asset Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2015: 9,400 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #91 among its holdings.

595 funds tracked by Wall St. Rank hold XLK as of Q4 2015.

Valley Forge Asset Management held 9,400 shares of State Street Technology Select Sector SPDR ETF worth $201K as of Q4 2015.
State Street Technology Select Sector SPDR ETF was a new Valley Forge Asset Management position in Q4 2015.
State Street Technology Select Sector SPDR ETF made up 0.03% of Valley Forge Asset Management's portfolio in Q4 2015, its #91 holding.
595 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2015.

Based on Valley Forge Asset Management's 13F filing for Q4 2015, filed 9 Feb 2016.