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SVB Wealth’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

SVB Wealth’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-250
Closed -$8.55K – 1395
2025
Q1 		$8.55K Buy
+250
New +$9.37K ﹤0.01% 919
2024
Q3 		– Sell
-7,885
Closed -$289K – 483
2024
Q2 		$289K Sell
7,885
-5,606
-42% -$195K 0.01% 571
2024
Q1 		$475K Sell
13,491
-12,174
-47% -$410K 0.01% 489
2023
Q4 		$838K Sell
25,665
-1,749
-6% -$51.4K 0.02% 365
2023
Q3 		$772K Sell
27,414
-1,566
-5% -$45.7K 0.02% 356
2023
Q2 		$852K Buy
28,980
+20,840
+256% +$570K 0.02% 366
2023
Q1 		$225K Sell
8,140
-1,480
-15% -$39K ﹤0.01% 838
2022
Q4 		$234K Sell
9,620
-780
-8% -$19.1K ﹤0.01% 854
2022
Q3 		$235K Buy
10,400
+100
+1% +$2.56K ﹤0.01% 781
2022
Q2 		$243K Sell
10,300
-1,480
-13% -$38.3K ﹤0.01% 628
2022
Q1 		$340K Sell
11,780
-1,450
-11% -$42K ﹤0.01% 551
2021
Q4 		$429K Sell
13,230
-15,730
-54% -$487K 0.01% 485
2021
Q3 		$835K Sell
28,960
-4,640
-14% -$138K 0.01% 443
2021
Q2 		$975K Sell
33,600
-3,630
-10% -$101K 0.01% 391
2021
Q1 		$1M Buy
+37,230
New +$975K 0.01% 348

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

SVB Wealth's RSPT Position: Q2 2025 in Review

SVB Wealth sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q2 2025, closing a stake of 250 shares — an estimated $8.55K sold.

SVB Wealth first reported a position in RSPT in Q1 2021 and held it in 15 quarters. The position peaked at $1M in Q1 2021. 368 funds tracked by Wall St. Rank hold RSPT as of Q2 2025.

  • SVB Wealth reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 250 Invesco S&P 500 Equal Weight Technology ETF shares in Q2 2025, an estimated $8.55K.
  • SVB Wealth first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q1 2021 and held it in 15 quarters.
  • SVB Wealth's Invesco S&P 500 Equal Weight Technology ETF position peaked at $1M in Q1 2021.
  • 368 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.