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Texas Capital Bank Wealth Management Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Texas Capital Bank Wealth Management 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
2024
Q2 		– Sell
-3,208
Closed -$334K – 221
2024
Q1 		$334K Sell
3,208
-2,984
-48% -$302K 0.04% 149
2023
Q4 		$596K Sell
6,192
-15,750
-72% -$1.4M 0.07% 100
2023
Q3 		$1.8M Sell
21,942
-74,448
-77% -$6.38M 0.23% 59
2023
Q2 		$8.38M Buy
96,390
+87,724
+1,012% +$6.91M 0.9% 35
2023
Q1 		$654K Sell
8,666
-5,604
-39% -$386K 0.08% 110
2022
Q4 		$888K Sell
14,270
-314,052
-96% -$19.9M 0.11% 88
2022
Q3 		$19.5M Buy
328,322
+324,284
+8,031% +$22.1M 2.51% 6
2022
Q2 		$257K Hold
4,038
– – 0.03% 122
2022
Q1 		$321K Sell
4,038
-565,672
-99% -$44.4M 0.03% 129
2021
Q4 		$49.5M Sell
569,710
-3,952
-0.7% -$325K 4.29% 4
2021
Q3 		$42.8M Buy
573,662
+569,624
+14,107% +$43.9M 4.38% 3
2021
Q2 		$298K Sell
4,038
-262,994
-98% -$18.4M 0.04% 120
2021
Q1 		$17.7M Buy
267,032
+16,050
+6% +$1.06M 2.53% 6
2020
Q4 		$16.3M Buy
250,982
+151,646
+153% +$9.24M 2.4% 7
2020
Q3 		$5.8M Buy
99,336
+3,208
+3% +$181K 0.95% 21
2020
Q2 		$5.02M Buy
+96,128
New +$4.52M 1.12% 17
2020
Q1 		– Sell
-90,288
Closed -$4.14M – 127
2019
Q4 		$4.14M Buy
+90,288
New +$3.86M 0.91% 19

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's XLK Position: Q2 2024 in Review

Texas Capital Bank Wealth Management Services sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 3,208 shares — an estimated $334K sold.

Texas Capital Bank Wealth Management Services first reported a position in XLK in Q4 2019 and held it in 17 quarters. The position peaked at $49.5M in Q4 2021. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

  • Texas Capital Bank Wealth Management Services reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 3,208 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $334K.
  • Texas Capital Bank Wealth Management Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 17 quarters.
  • Texas Capital Bank Wealth Management Services's State Street Technology Select Sector SPDR ETF position peaked at $49.5M in Q4 2021.
  • 2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2024, filed 15 Aug 2024.