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

Ten Capital 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	$502K	Hold	5,786	–	–	0.15%	58
2023 Q1	$437K	Buy	5,786 +142	+3%	+$9.77K	0.14%	50
2022 Q4	$351K	Hold	5,644	–	–	0.14%	52
2022 Q3	$335K	Hold	5,644	–	–	0.15%	53
2022 Q2	$359K	Sell	5,644 -22	-0.4%	-$1.53K	0.16%	52
2022 Q1	$450K	Hold	5,666	–	–	0.19%	47
2021 Q4	$493K	Hold	5,666	–	–	0.2%	41
2021 Q3	$423K	Sell	5,666 -251,760	-98%	-$19.4M	0.2%	40
2021 Q2	$19M	Sell	257,426 -20,634	-7%	-$1.45M	4.31%	4
2021 Q1	$18.5M	Sell	278,060 -28,836	-9%	-$1.9M	4.51%	4
2020 Q4	$20M	Sell	306,896 -498	-0.2%	-$30.3K	5.57%	3
2020 Q3	$17.9M	Buy	+307,394	New	+$17.4M	6.04%	2

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ten Capital Wealth Advisors's XLK Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2023 at 5,786 shares worth $502K. The position accounts for 0.15% of the portfolio, ranked #58.

Ten Capital Wealth Advisors first reported a position in XLK in Q3 2020 and has held it in 12 quarters since. The position peaked at $20M in Q4 2020. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

Ten Capital Wealth Advisors held 5,786 shares of State Street Technology Select Sector SPDR ETF worth $502K as of Q2 2023.
Ten Capital 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 0.15% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #58 holding.
Ten Capital Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $20M in Q4 2020.
1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.