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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
Q3 		– Sell
-500,000
Closed -$56.6M – 109
2024
Q2 		$56.6M Buy
+500,000
New +$52.6M 3.14% 6

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
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.