SVB Wealth’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

SVB Wealth’s Portfolio FTEC Stock Details FTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Hold	4,433	–	–	0.08%	170
2026 Q1	$922K	Sell	4,433 -972	-18%	-$214K	0.06%	203
2025 Q4	$1.21M	Buy	5,405 +1	+0%	+$227	0.07%	189
2025 Q3	$1.2M	Buy	5,404 +14	+0.3%	+$2.91K	0.06%	209
2025 Q2	$1.06M	Buy	+5,390	New	+$933K	0.06%	224
2025 Q1	–	Sell	-5,842	Closed	-$1.08M	–	1589
2024 Q4	$1.08M	Buy	+5,842	New	+$1.07M	0.02%	304
2024 Q3	–	Sell	-4,032	Closed	-$692K	–	231
2024 Q2	$692K	Sell	4,032 -6,134	-60%	-$970K	0.02%	377
2024 Q1	$1.58M	Sell	10,166 -1,818	-15%	-$274K	0.04%	274
2023 Q4	$1.72M	Sell	11,984 -3,243	-21%	-$429K	0.04%	259
2023 Q3	$1.87M	Sell	15,227 -564	-4%	-$72.5K	0.04%	235
2023 Q2	$2.06M	Sell	15,791 -3,734	-19%	-$443K	0.04%	238
2023 Q1	$2.22M	Sell	19,525 -4,702	-19%	-$492K	0.03%	250
2022 Q4	$2.29M	Sell	24,227 -425	-2%	-$41K	0.03%	250
2022 Q3	$2.24M	Buy	24,652 +510	+2%	+$53K	0.03%	243
2022 Q2	$2.33M	Sell	24,142 -1,270	-5%	-$135K	0.04%	204
2022 Q1	$3.13M	Sell	25,412 -3,516	-12%	-$427K	0.04%	182
2021 Q4	$3.92M	Sell	28,928 -717	-2%	-$93.1K	0.06%	163
2021 Q3	$3.52M	Sell	29,645 -300	-1%	-$36.7K	0.05%	195
2021 Q2	$3.53M	Sell	29,945 -2,125	-7%	-$237K	0.04%	199
2021 Q1	$3.4M	Sell	32,070 -1,580	-5%	-$168K	0.05%	189
2020 Q4	$3.52M	Sell	33,650 -11,405	-25%	-$1.11M	0.05%	186
2020 Q3	$4.15M	Sell	45,055 -19,859	-31%	-$1.77M	0.07%	164
2020 Q2	$5.34M	Sell	64,914 -52,587	-45%	-$3.88M	0.1%	136
2020 Q1	$7.37M	Sell	117,501 -38,363	-25%	-$2.75M	0.18%	89
2019 Q4	$11.3M	Sell	155,864 -5,127	-3%	-$347K	0.21%	87
2019 Q3	$10.3M	Sell	160,991 -10,433	-6%	-$664K	0.2%	84
2019 Q2	$10.7M	Buy	+171,424	New	+$10.5M	0.36%	76

Other funds holding FTEC

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

SVB Wealth's FTEC Position: Q2 2026 in Review

SVB Wealth held its Fidelity MSCI Information Technology Index ETF (FTEC) position steady in Q2 2026 at 4,433 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #170.

SVB Wealth first reported a position in FTEC in Q2 2019 and has held it in 27 quarters since. The position peaked at $11.3M in Q4 2019. 650 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

SVB Wealth held 4,433 shares of Fidelity MSCI Information Technology Index ETF worth $1.27M as of Q2 2026.
SVB Wealth left its Fidelity MSCI Information Technology Index ETF share count unchanged in Q2 2026.
Fidelity MSCI Information Technology Index ETF made up 0.08% of SVB Wealth's portfolio in Q2 2026, its #170 holding.
SVB Wealth first reported a position in Fidelity MSCI Information Technology Index ETF in Q2 2019 and has held it in 27 quarters since.
SVB Wealth's Fidelity MSCI Information Technology Index ETF position peaked at $11.3M in Q4 2019.
650 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.