BG
XLK icon

Bill Gates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bill Gates’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
2023
Q4 		– Sell
-48,600
Closed -$3.98M – 73
2023
Q3 		$3.98M Buy
+48,600
New +$4.17M 0.01% 35

Other funds holding XLK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bill Gates's XLK Position: Q4 2023 in Review

Bill Gates sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2023, closing a stake of 48,600 shares — an estimated $3.98M sold.

Bill Gates first reported a position in XLK in Q3 2023 and held it in 1 quarter. The position peaked at $3.98M in Q3 2023. 1,909 funds tracked by Wall St. Rank hold XLK as of Q4 2023.

  • Bill Gates reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
  • Bill Gates sold 48,600 State Street Technology Select Sector SPDR ETF shares in Q4 2023, an estimated $3.98M.
  • Bill Gates first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and held it in 1 quarter.
  • Bill Gates's State Street Technology Select Sector SPDR ETF position peaked at $3.98M in Q3 2023.
  • 1,909 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.