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WA
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
Shares
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
$530B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
SGI
Swan Global Investments
Durango, Colorado
$3B AUM
15.66%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
LMIM
Lockheed Martin Investment Management
Bethesda, Maryland
$2.73B AUM
28.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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