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

Vanguard 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
2024
Q1 		– Sell
-5,754
Closed -$554K – 169
2023
Q4 		$554K Buy
+5,754
New +$512K 0.45% 53
2019
Q3 		– Sell
-5,652
Closed -$220K – 137
2019
Q2 		$220K Buy
+5,652
New +$215K 0.27% 101

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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Vanguard Capital Wealth Advisors's XLK Position: Q1 2024 in Review

Vanguard Capital Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 5,754 shares — an estimated $554K sold.

Vanguard Capital Wealth Advisors first reported a position in XLK in Q2 2019 and held it in 2 quarters. The position peaked at $554K in Q4 2023. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

  • Vanguard Capital Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 5,754 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $554K.
  • Vanguard Capital Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and held it in 2 quarters.
  • Vanguard Capital Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $554K in Q4 2023.
  • 1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.