SVB Investment Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SVB Investment Services’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
2021 Q1	–	Sell	-1,550	Closed	-$101K	–	61
2020 Q4	$101K	Hold	1,550	–	–	0.08%	46
2020 Q3	$90K	Buy	1,550 +594	+62%	+$33.6K	0.08%	46
2020 Q2	$50K	Hold	956	–	–	0.05%	48
2020 Q1	$38K	Hold	956	–	–	0.03%	45
2019 Q4	$44K	Buy	+956	New	+$40.9K	0.04%	48

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SVB Investment Services's XLK Position: Q1 2021 in Review

SVB Investment Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2021, closing a stake of 1,550 shares — an estimated $101K sold.

SVB Investment Services first reported a position in XLK in Q4 2019 and held it in 5 quarters. The position peaked at $101K in Q4 2020. 1,356 funds tracked by Wall St. Rank hold XLK as of Q1 2021.

SVB Investment Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
SVB Investment Services sold 1,550 State Street Technology Select Sector SPDR ETF shares in Q1 2021, an estimated $101K.
SVB Investment Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 5 quarters.
SVB Investment Services's State Street Technology Select Sector SPDR ETF position peaked at $101K in Q4 2020.
1,356 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2021.

Based on SVB Investment Services's 13F filing for Q1 2021, filed 4 May 2021.