Wealthspire Advisors (Maryland)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-4,028	Closed	-$149K	–	2083
2019 Q1	$149K	Hold	4,028	–	–	0.01%	515
2018 Q4	$125K	Buy	4,028 +2	+0%	+$68	0.01%	538
2018 Q3	$152K	Sell	4,026 -20	-0.5%	-$733	0.01%	538
2018 Q2	$141K	Sell	4,046 -6	-0.1%	-$206	0.01%	573
2018 Q1	$133K	Buy	4,052 +2	+0%	+$67	0.01%	600
2017 Q4	$130K	Sell	4,050 -8	-0.2%	-$251	0.01%	623
2017 Q3	$120K	Sell	4,058 -510	-11%	-$14.7K	0.01%	637
2017 Q2	$125K	Buy	4,568 +706	+18%	+$19.4K	0.01%	601
2017 Q1	$103K	Hold	3,862	–	–	0.01%	595
2016 Q4	$93K	Sell	3,862 -2,034	-34%	-$48.5K	0.01%	604
2016 Q3	$141K	Buy	5,896 +2,778	+89%	+$64.5K	0.02%	485
2016 Q2	$68K	Buy	3,118 +1,118	+56%	+$24.2K	0.01%	646
2016 Q1	$44K	Hold	2,000	–	–	0.01%	736
2015 Q4	$43K	Buy	+2,000	New	+$43.1K	0.01%	759

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

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

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2019, closing a stake of 4,028 shares — an estimated $149K sold.

Wealthspire Advisors (Maryland) first reported a position in XLK in Q4 2015 and held it in 14 quarters. The position peaked at $152K in Q3 2018. 950 funds tracked by Wall St. Rank hold XLK as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,028 State Street Technology Select Sector SPDR ETF shares in Q2 2019, an estimated $149K.
Wealthspire Advisors (Maryland) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s State Street Technology Select Sector SPDR ETF position peaked at $152K in Q3 2018.
950 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.