Capital Wealth Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Capital Wealth Planning’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 Q2	–	Sell	-25,130	Closed	-$1.01M	–	230
2020 Q1	$1.01M	Sell	25,130 -7,846	-24%	-$358K	0.06%	74
2019 Q4	$1.51M	Sell	32,976 -1,334	-4%	-$57.1K	0.09%	63
2019 Q3	$1.41M	Buy	34,310 +10,678	+45%	+$427K	0.09%	70
2019 Q2	$922K	Buy	+23,632	New	+$901K	0.07%	84

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

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Capital Wealth Planning's XLK Position: Q2 2020 in Review

Capital Wealth Planning sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2020, closing a stake of 25,130 shares — an estimated $1.01M sold.

Capital Wealth Planning first reported a position in XLK in Q2 2019 and held it in 4 quarters. The position peaked at $1.51M in Q4 2019. 1,190 funds tracked by Wall St. Rank hold XLK as of Q2 2020.

Capital Wealth Planning reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 25,130 State Street Technology Select Sector SPDR ETF shares in Q2 2020, an estimated $1.01M.
Capital Wealth Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and held it in 4 quarters.
Capital Wealth Planning's State Street Technology Select Sector SPDR ETF position peaked at $1.51M in Q4 2019.
1,190 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.