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Vance Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Vance Wealth’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 		– Sell
-3,290
Closed -$248K – 84
2023
Q1 		$248K Buy
+3,290
New +$226K 0.13% 64

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Vance Wealth's XLK Position: Q2 2023 in Review

Vance Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2023, closing a stake of 3,290 shares — an estimated $248K sold.

Vance Wealth first reported a position in XLK in Q1 2023 and held it in 1 quarter. The position peaked at $248K in Q1 2023. 1,697 funds tracked by Wall St. Rank hold XLK as of Q2 2023.

  • Vance Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Vance Wealth sold 3,290 State Street Technology Select Sector SPDR ETF shares in Q2 2023, an estimated $248K.
  • Vance Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • Vance Wealth's State Street Technology Select Sector SPDR ETF position peaked at $248K in Q1 2023.
  • 1,697 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2023.

Based on Vance Wealth's 13F filing for Q2 2023, filed 2 Aug 2023.