BW Gestao de Investimentos’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

BW Gestao de Investimentos’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
2024 Q2	–	Sell	-78,880	Closed	-$8.31M	–	113
2024 Q1	$8.21M	Buy	+78,880	New	+$7.98M	0.24%	50
2014 Q4	–	Sell	-227,620	Closed	-$4.54M	–	104
2014 Q3	$4.54M	Sell	227,620 -27,640	-11%	-$547K	1.97%	11
2014 Q2	$4.89M	Hold	255,260	–	–	2.21%	8
2014 Q1	$4.64M	Hold	255,260	–	–	2.53%	6
2013 Q4	$4.56M	Buy	+255,260	New	+$4.33M	1.57%	10

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BW Gestao de Investimentos's XLK Position: Q2 2024 in Review

BW Gestao de Investimentos sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 78,880 shares — an estimated $8.31M sold.

BW Gestao de Investimentos first reported a position in XLK in Q4 2013 and held it in 5 quarters. The position peaked at $8.21M in Q1 2024. 2,008 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

BW Gestao de Investimentos reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
BW Gestao de Investimentos sold 78,880 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $8.31M.
BW Gestao de Investimentos first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and held it in 5 quarters.
BW Gestao de Investimentos's State Street Technology Select Sector SPDR ETF position peaked at $8.21M in Q1 2024.
2,008 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on BW Gestao de Investimentos's 13F filing for Q2 2024, filed 1 Aug 2024.