Winslow Evans & Crocker’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$153K	Buy	17,192 +2,308	+16%	+$141K	0.03%	375
2020 Q3	$868K	Sell	14,884 -1,862	-11%	-$105K	0.21%	105
2020 Q2	$875K	Sell	16,746 -22	-0.1%	-$1.03K	0.23%	93
2020 Q1	$674K	Sell	16,768 -1,172	-7%	-$53.5K	0.22%	94
2019 Q4	$822K	Sell	17,940 -1,184	-6%	-$50.7K	0.21%	107
2019 Q3	$770K	Sell	19,124 -4,148	-18%	-$166K	0.22%	105
2019 Q2	$908K	Sell	23,272 -3,716	-14%	-$142K	0.25%	92
2019 Q1	$1M	Buy	26,988 +13,728	+104%	+$470K	0.28%	82
2018 Q4	$412K	Buy	13,260 +5,292	+66%	+$179K	0.14%	160
2018 Q3	$302K	Sell	7,968 -14,000	-64%	-$513K	0.09%	211
2018 Q2	$764K	Buy	21,968 +6,328	+40%	+$217K	0.24%	106
2018 Q1	$512K	Buy	15,640 +3,052	+24%	+$103K	0.17%	131
2017 Q4	$402K	Sell	12,588 -1,704	-12%	-$53.4K	0.13%	168
2017 Q3	$422K	Sell	14,292 -778	-5%	-$22.4K	0.14%	158
2017 Q2	$412K	Sell	15,070 -3,734	-20%	-$103K	0.11%	202
2017 Q1	$501K	Sell	18,804 -24,720	-57%	-$637K	0.16%	142
2016 Q4	$1.05M	Buy	43,524 +6,744	+18%	+$161K	0.32%	68
2016 Q3	$879K	Sell	36,780 -9,864	-21%	-$229K	0.25%	90
2016 Q2	$1.01M	Buy	46,644 +28,040	+151%	+$608K	0.3%	77
2016 Q1	$413K	Sell	18,604 -61,652	-77%	-$1.27M	0.12%	165
2015 Q4	$1.72M	Buy	80,256 +59,060	+279%	+$1.27M	0.49%	45
2015 Q3	$419K	Sell	21,196 -31,084	-59%	-$640K	0.13%	160
2015 Q2	$1.08M	Buy	52,280 +33,068	+172%	+$706K	0.31%	73
2015 Q1	$398K	Buy	19,212 +1,708	+10%	+$35.6K	0.11%	191
2014 Q4	$362K	Sell	17,504 -52	-0.3%	-$1.05K	0.1%	201
2014 Q3	$350K	Buy	17,556 +2,238	+15%	+$44.3K	0.1%	222
2014 Q2	$294K	Hold	15,318	–	–	0.1%	218
2014 Q1	$278K	Buy	15,318 +1,940	+15%	+$34.6K	0.1%	223
2013 Q4	$239K	Buy	+13,378	New	+$227K	0.08%	257

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Winslow Evans & Crocker's XLK Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q4 2020, buying an estimated $141K and bringing the position to 17,192 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #375.

Winslow Evans & Crocker first reported a position in XLK in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.72M in Q4 2015. 1,362 funds tracked by Wall St. Rank hold XLK as of Q4 2020.

Winslow Evans & Crocker held 17,192 shares of State Street Technology Select Sector SPDR ETF worth $153K as of Q4 2020.
Winslow Evans & Crocker bought 2,308 State Street Technology Select Sector SPDR ETF shares in Q4 2020, an estimated $141K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #375 holding.
Winslow Evans & Crocker first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 29 quarters since.
Winslow Evans & Crocker's State Street Technology Select Sector SPDR ETF position peaked at $1.72M in Q4 2015.
1,362 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.