RWG
XLK icon

Regal Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Regal Wealth Group’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
Q1 		– Sell
-496
Closed -$23K – 207
2019
Q4 		$23K Buy
+496
New +$21.2K 0.01% 120

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Regal Wealth Group's XLK Position: Q1 2020 in Review

Regal Wealth Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2020, closing a stake of 496 shares — an estimated $23K sold.

Regal Wealth Group first reported a position in XLK in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 1,108 funds tracked by Wall St. Rank hold XLK as of Q1 2020.

  • Regal Wealth Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • Regal Wealth Group sold 496 State Street Technology Select Sector SPDR ETF shares in Q1 2020, an estimated $23K.
  • Regal Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
  • Regal Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $23K in Q4 2019.
  • 1,108 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2020.

Based on Regal Wealth Group's 13F filing for Q1 2020, filed 23 Apr 2020.