Wealthfront’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wealthfront’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
2018 Q1	–	Sell	-7,090	Closed	-$227K	–	525
2017 Q4	$227K	Buy	+7,090	New	+$222K	﹤0.01%	476
2015 Q4	–	Sell	-200	Closed	-$4K	–	1095
2015 Q3	$4K	Buy	+200	New	+$4.12K	﹤0.01%	1137
2015 Q2	–	Sell	-84	Closed	-$2K	–	1398
2015 Q1	$2K	Sell	84 -144	-63%	-$3K	﹤0.01%	1040
2014 Q4	$5K	Sell	228 -142	-38%	-$2.88K	﹤0.01%	591
2014 Q3	$7K	Buy	+370	New	+$7.33K	﹤0.01%	545

Other funds holding XLK

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

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

Wealthfront's XLK Position: Q1 2018 in Review

Wealthfront sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2018, closing a stake of 7,090 shares — an estimated $227K sold.

Wealthfront first reported a position in XLK in Q3 2014 and held it in 5 quarters. The position peaked at $227K in Q4 2017. 814 funds tracked by Wall St. Rank hold XLK as of Q1 2018.

Wealthfront reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Wealthfront sold 7,090 State Street Technology Select Sector SPDR ETF shares in Q1 2018, an estimated $227K.
Wealthfront first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2014 and held it in 5 quarters.
Wealthfront's State Street Technology Select Sector SPDR ETF position peaked at $227K in Q4 2017.
814 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2018.

Based on Wealthfront's 13F filing for Q1 2018, filed 7 May 2018.