de Evercore Wealth Management State Street Technology Select Sector SPDR ETF XLK Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 11.9 M | Comprar |
62,658
+3,834
| +7% | +USD 655 k | 0.17% | 67 |
|
|
2026
Q1 | USD 7.82 M | Vender |
58,824
-4,804
| -8% | -USD 677 k | 0.12% | 86 |
|
|
2025
Q4 | USD 9.16 M | Vender |
63,628
-5,876
| -8% | -USD 849 k | 0.13% | 79 |
|
|
2025
Q3 | USD 9.8 M | Vender |
69,504
-8,940
| -11% | -USD 1.18 M | 0.14% | 74 |
|
|
2025
Q2 | USD 9.9 M | Vender |
78,444
-94
| -0.1% | -USD 10.4 k | 0.15% | 70 |
|
|
2025
Q1 | USD 8.11 M | Vender |
78,538
-3,074
| -4% | -USD 349 k | 0.13% | 79 |
|
|
2024
Q4 | USD 9.49 M | Vender |
81,612
-2,534
| -3% | -USD 295 k | 0.14% | 73 |
|
|
2024
Q3 | USD 9.5 M | Vender |
84,146
-1,090
| -1% | -USD 120 k | 0.14% | 71 |
|
|
2024
Q2 | USD 9.6 M | Vender |
85,236
-294
| -0.3% | -USD 31 k | 0.15% | 69 |
|
|
2024
Q1 | USD 8.91 M | Comprar |
85,530
+11,384
| +15% | +USD 1.15 M | 0.14% | 74 |
|
|
2023
Q4 | USD 7.14 M | Vender |
74,146
-664
| -0.9% | -USD 59.1 k | 0.12% | 78 |
|
|
2023
Q3 | USD 6.13 M | Comprar |
74,810
+10,370
| +16% | +USD 889 k | 0.11% | 82 |
|
|
2023
Q2 | USD 5.6 M | Comprar |
64,440
+250
| +0.4% | +USD 19.7 k | 0.1% | 88 |
|
|
2023
Q1 | USD 4.85 M | Comprar |
64,190
+8,848
| +16% | +USD 609 k | 0.1% | 95 |
|
|
2022
Q4 | USD 3.44 M | Vender |
55,342
-12,320
| -18% | -USD 782 k | 0.07% | 113 |
|
|
2022
Q3 | USD 4.02 M | Vender |
67,662
-312
| -0.5% | -USD 21.3 k | 0.09% | 96 |
|
|
2022
Q2 | USD 4.32 M | Comprar |
67,974
+800
| +1% | +USD 55.7 k | 0.09% | 95 |
|
|
2022
Q1 | USD 5.34 M | Comprar |
67,174
+10,000
| +17% | +USD 785 k | 0.09% | 95 |
|
|
2021
Q4 | USD 4.97 M | Vender |
57,174
-710
| -1% | -USD 58.5 k | 0.08% | 108 |
|
|
2021
Q3 | USD 4.32 M | Vender |
57,884
-1,178
| -2% | -USD 90.9 k | 0.08% | 113 |
|
|
2021
Q2 | USD 4.36 M | Comprar |
59,062
+2,158
| +4% | +USD 151 k | 0.08% | 115 |
|
|
2021
Q1 | USD 3.78 M | Comprar |
56,904
+4,618
| +9% | +USD 305 k | 0.07% | 121 |
|
|
2020
Q4 | USD 3.4 M | Vender |
52,286
-1,286
| -2% | -USD 78.3 k | 0.07% | 122 |
|
|
2020
Q3 | USD 3.13 M | Vender |
53,572
-162
| -0.3% | -USD 9.15 k | 0.08% | 116 |
|
|
2020
Q2 | USD 2.81 M | Vender |
53,734
-334
| -0.6% | -USD 15.7 k | 0.08% | 118 |
|
|
2020
Q1 | USD 2.17 M | Comprar |
54,068
+14,100
| +35% | +USD 644 k | 0.07% | 129 |
|
|
2019
Q4 | USD 1.83 M | Vender |
39,968
-1,180
| -3% | -USD 50.5 k | 0.05% | 163 |
|
|
2019
Q3 | USD 1.66 M | Mantener |
41,148
| – | – | 0.05% | 165 |
|
|
2019
Q2 | USD 1.61 M | Vender |
41,148
-940
| -2% | -USD 35.8 k | 0.05% | 163 |
|
|
2019
Q1 | USD 1.56 M | Comprar |
42,088
+4,260
| +11% | +USD 146 k | 0.05% | 168 |
|
|
2018
Q4 | USD 1.17 M | Vender |
37,828
-734
| -2% | -USD 24.8 k | 0.04% | 167 |
|
|
2018
Q3 | USD 1.45 M | Comprar |
38,562
+734
| +2% | +USD 26.9 k | 0.05% | 170 |
|
|
2018
Q2 | USD 1.31 M | Comprar |
37,828
+9,808
| +35% | +USD 336 k | 0.04% | 175 |
|
|
2018
Q1 | USD 917 k | Mantener |
28,020
| – | – | 0.04% | 190 |
|
|
2017
Q4 | USD 896 k | Vender |
28,020
-40
| -0.1% | -USD 1.26 k | 0.03% | 197 |
|
|
2017
Q3 | USD 829 k | Vender |
28,060
-620
| -2% | -USD 17.9 k | 0.03% | 193 |
|
|
2017
Q2 | USD 785 k | Mantener |
28,680
| – | – | 0.03% | 203 |
|
|
2017
Q1 | USD 764 k | Mantener |
28,680
| – | – | 0.03% | 211 |
|
|
2016
Q4 | USD 693 k | Comprar |
28,680
+70
| +0.2% | +USD 1.67 k | 0.03% | 223 |
|
|
2016
Q3 | USD 683 k | Mantener |
28,610
| – | – | 0.03% | 212 |
|
|
2016
Q2 | USD 620 k | Comprar |
28,610
+4,100
| +17% | +USD 88.9 k | 0.03% | 223 |
|
|
2016
Q1 | USD 544 k | Vender |
24,510
-90
| -0.4% | -USD 1.86 k | 0.02% | 228 |
|
|
2015
Q4 | USD 527 k | Comprar |
24,600
+160
| +0.7% | +USD 3.44 k | 0.02% | 249 |
|
|
2015
Q3 | USD 483 k | Vender |
24,440
-838
| -3% | -USD 17.3 k | 0.02% | 258 |
|
|
2015
Q2 | USD 523 k | Vender |
25,278
-5,332
| -17% | -USD 114 k | 0.02% | 268 |
|
|
2015
Q1 | USD 634 k | Mantener |
30,610
| – | – | 0.03% | 243 |
|
|
2014
Q4 | USD 633 k | Vender |
30,610
-1,000
| -3% | -USD 20.3 k | 0.03% | 214 |
|
|
2014
Q3 | USD 631 k | Vender |
31,610
-290
| -0.9% | -USD 5.74 k | 0.03% | 233 |
|
|
2014
Q2 | USD 612 k | Mantener |
31,900
| – | – | 0.03% | 243 |
|
|
2014
Q1 | USD 580 k | Vender |
31,900
-460
| -1% | -USD 8.22 k | 0.03% | 243 |
|
|
2013
Q4 | USD 578 k | Comprar |
32,360
+660
| +2% | +USD 11.2 k | 0.03% | 247 |
|
|
2013
Q3 | USD 508 k | Vender |
31,700
-15,520
| -33% | -USD 247 k | 0.03% | 276 |
|
|
2013
Q2 | USD 722 k | Comprar |
+47,220
| Nuevas | +USD 731 k | 0.04% | 239 |
|
Otros fondos que tienen XLK en su cartera
Posición de Evercore Wealth Management en XLK: resumen de T2 2026
Evercore Wealth Management aumentó su participación en State Street Technology Select Sector SPDR ETF (XLK) en 6.5% durante T2 2026, al comprar aproximadamente USD 655 k y elevar la posición a 62,658 acciones con un valor de USD 11.9 M. La posición representa 0.17% de la cartera y ocupa el puesto #67.
Evercore Wealth Management reportó por primera vez una posición en XLK en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 2,674 fondos que sigue Wall St. Rank mantienen una posición en XLK.
- Al cierre de T2 2026, Evercore Wealth Management tenía 62,658 acciones de State Street Technology Select Sector SPDR ETF con un valor de USD 11.9 M.
- Evercore Wealth Management compró 3,834 acciones de State Street Technology Select Sector SPDR ETF en T2 2026, por un monto estimado de USD 655 k.
- State Street Technology Select Sector SPDR ETF representó 0.17% de la cartera de Evercore Wealth Management en T2 2026 y fue su posición número 67.
- Evercore Wealth Management reportó por primera vez una posición en State Street Technology Select Sector SPDR ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 2,674 fondos que sigue Wall St. Rank tenían State Street Technology Select Sector SPDR ETF en cartera.
Según el Informe 13F de Evercore Wealth Management correspondiente a T2 2026, presentado el 14 ago 2026.