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

WFG 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
2017 Q2	$1.95M	Buy	71,168 +8,070	+13%	+$222K	0.44%	56
2017 Q1	$1.68M	Buy	63,098 +850	+1%	+$21.9K	0.45%	51
2016 Q4	$1.5M	Buy	62,248 +36,898	+146%	+$881K	0.37%	69
2016 Q3	$606K	Buy	25,350 +4,926	+24%	+$114K	0.15%	159
2016 Q2	$443K	Sell	20,424 -8,492	-29%	-$184K	0.12%	184
2016 Q1	$641K	Sell	28,916 -2,106	-7%	-$43.5K	0.19%	136
2015 Q4	$664K	Buy	31,022 +1,840	+6%	+$39.6K	0.2%	126
2015 Q3	$576K	Buy	29,182 +2,120	+8%	+$43.7K	0.18%	131
2015 Q2	$560K	Buy	27,062 +3,004	+12%	+$64.1K	0.15%	145
2015 Q1	$498K	Sell	24,058 -4,972	-17%	-$104K	0.14%	178
2014 Q4	$600K	Buy	29,030 +1,002	+4%	+$20.3K	0.12%	186
2014 Q3	$559K	Sell	28,028 -1,686	-6%	-$33.4K	0.11%	232
2014 Q2	$570K	Sell	29,714 -32	-0.1%	-$592	0.11%	222
2014 Q1	$541K	Buy	29,746 +3,220	+12%	+$57.5K	0.11%	226
2013 Q4	$474K	Buy	26,526 +11,230	+73%	+$190K	0.07%	324
2013 Q3	$245K	Sell	15,296 -154	-1%	-$2.46K	0.04%	433
2013 Q2	$236K	Buy	+15,450	New	+$239K	0.04%	425

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

WFG Advisors's XLK Position: Q2 2017 in Review

WFG Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q2 2017, buying an estimated $222K and bringing the position to 71,168 shares worth $1.95M. The position accounts for 0.44% of the portfolio, ranked #56.

WFG Advisors first reported a position in XLK in Q2 2013 and has held it in 17 quarters since. 697 funds tracked by Wall St. Rank hold XLK as of Q2 2017.

WFG Advisors held 71,168 shares of State Street Technology Select Sector SPDR ETF worth $1.95M as of Q2 2017.
WFG Advisors bought 8,070 State Street Technology Select Sector SPDR ETF shares in Q2 2017, an estimated $222K.
State Street Technology Select Sector SPDR ETF made up 0.44% of WFG Advisors's portfolio in Q2 2017, its #56 holding.
WFG Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.