Wechter Feldman Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wechter Feldman Wealth 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
2019 Q3	–	Sell	-7,210	Closed	-$281K	–	32
2019 Q2	$281K	Hold	7,210	–	–	0.19%	27
2019 Q1	$267K	Sell	7,210 -500	-6%	-$17.1K	0.17%	27
2018 Q4	$239K	Hold	7,710	–	–	0.23%	26
2018 Q3	$290K	Hold	7,710	–	–	0.18%	30
2018 Q2	$268K	Hold	7,710	–	–	0.18%	28
2018 Q1	$252K	Hold	7,710	–	–	0.18%	28
2017 Q4	$247K	Hold	7,710	–	–	0.17%	27
2017 Q3	$228K	Sell	7,710 -7,710	-50%	-$222K	0.17%	24
2017 Q2	$422K	Hold	15,420	–	–	0.34%	17
2017 Q1	$411K	Buy	+15,420	New	+$397K	0.28%	23

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

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

BlackRock New York $5.72T AUM 30.48% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wechter Feldman Wealth Management's XLK Position: Q3 2019 in Review

Wechter Feldman Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2019, closing a stake of 7,210 shares — an estimated $281K sold.

Wechter Feldman Wealth Management first reported a position in XLK in Q1 2017 and held it in 10 quarters. The position peaked at $422K in Q2 2017. 955 funds tracked by Wall St. Rank hold XLK as of Q3 2019.

Wechter Feldman Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Wechter Feldman Wealth Management sold 7,210 State Street Technology Select Sector SPDR ETF shares in Q3 2019, an estimated $281K.
Wechter Feldman Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and held it in 10 quarters.
Wechter Feldman Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $422K in Q2 2017.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2019.

Based on Wechter Feldman Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.