Intercontinental Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$421K	Hold	4,846	–	–	0.1%	208
2023 Q1	$366K	Hold	4,846	–	–	0.09%	237
2022 Q4	$302K	Hold	4,846	–	–	0.09%	236
2022 Q3	$288K	Hold	4,846	–	–	0.09%	227
2022 Q2	$308K	Hold	4,846	–	–	0.08%	224
2022 Q1	$385K	Hold	4,846	–	–	0.09%	210
2021 Q4	$421K	Hold	4,846	–	–	0.09%	205
2021 Q3	$362K	Hold	4,846	–	–	0.08%	205
2021 Q2	$358K	Buy	4,846 +386	+9%	+$27K	0.07%	211
2021 Q1	$296K	Buy	+4,460	New	+$294K	0.06%	214
2020 Q1	–	Sell	-618	Closed	-$31K	–	314
2019 Q4	$31K	Hold	618	–	–	0.03%	209
2019 Q3	$25K	Hold	618	–	–	0.02%	262
2019 Q2	$24K	Hold	618	–	–	0.01%	265
2019 Q1	$23K	Hold	618	–	–	0.01%	296
2018 Q4	$19K	Buy	+618	New	+$20.9K	0.01%	319
2018 Q1	–	Sell	-7,958	Closed	-$254K	–	150
2017 Q4	$254K	Buy	7,958 +280	+4%	+$8.78K	0.14%	117
2017 Q3	$227K	Hold	7,678	–	–	0.14%	114
2017 Q2	$210K	Hold	7,678	–	–	0.13%	116
2017 Q1	$205K	Buy	+7,678	New	+$198K	0.12%	132

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Intercontinental Wealth Advisors's XLK Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2023 at 4,846 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #208.

Intercontinental Wealth Advisors first reported a position in XLK in Q1 2017 and has held it in 19 quarters since. 1,699 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

Intercontinental Wealth Advisors held 4,846 shares of State Street Technology Select Sector SPDR ETF worth $421K as of Q2 2023.
Intercontinental Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2023.
State Street Technology Select Sector SPDR ETF made up 0.1% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #208 holding.
Intercontinental Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 19 quarters since.
1,699 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.