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

WealthShield’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
2017 Q4	$3.87M	Buy	+119,626	New	+$3.75M	2.36%	10

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

WealthShield's XLK Position: Q4 2017 in Review

WealthShield opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2017: 119,626 shares worth $3.87M. The stake represents 2.36% of the portfolio and ranks #10 among its holdings.

805 funds tracked by Wall St. Rank hold XLK as of Q4 2017.

WealthShield held 119,626 shares of State Street Technology Select Sector SPDR ETF worth $3.87M as of Q4 2017.
State Street Technology Select Sector SPDR ETF was a new WealthShield position in Q4 2017.
State Street Technology Select Sector SPDR ETF made up 2.36% of WealthShield's portfolio in Q4 2017, its #10 holding.
805 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.