Vickerman & Driscoll Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Vickerman & Driscoll Financial Advisors’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 Q1	$12.8M	Buy	319,626 +41,410	+15%	+$1.89M	7.88%	1
2019 Q4	$12.8M	Sell	278,216 -5,980	-2%	-$256K	6.44%	1
2019 Q3	$11.4M	Sell	284,196 -544	-0.2%	-$21.8K	6.28%	1
2019 Q2	$11.1M	Buy	284,740 +5,468	+2%	+$208K	6.16%	3
2019 Q1	$10.3M	Buy	279,272 +9,542	+4%	+$326K	5.83%	5
2018 Q4	$8.36M	Sell	269,730 -804	-0.3%	-$27.2K	6.5%	2
2018 Q3	$10.2M	Sell	270,534 -24,830	-8%	-$911K	7.11%	2
2018 Q2	$10.3M	Sell	295,364 -300	-0.1%	-$10.3K	7.49%	1
2018 Q1	$9.67M	Buy	295,664 +20,248	+7%	+$680K	7.14%	1
2017 Q4	$8.81M	Buy	+275,416	New	+$8.64M	6.92%	2

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's XLK Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q1 2020, buying an estimated $1.89M and bringing the position to 319,626 shares worth $12.8M. The position accounts for 7.88% of the portfolio, ranked #1.

Vickerman & Driscoll Financial Advisors first reported a position in XLK in Q4 2017 and has held it in 10 quarters since. 1,106 funds tracked by Wall St. Rank hold XLK as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 319,626 shares of State Street Technology Select Sector SPDR ETF worth $12.8M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 41,410 State Street Technology Select Sector SPDR ETF shares in Q1 2020, an estimated $1.89M.
State Street Technology Select Sector SPDR ETF made up 7.88% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #1 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 10 quarters since.
1,106 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.