AWM
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Accredited Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$16.2K Sell
100
-14
-12% -$1.85K 0.01% 218
2025
Q2 		$14.5K Hold
114
– – 0.01% 222
2025
Q1 		$11.8K Hold
114
– – 0.01% 225
2024
Q4 		$13.3K Buy
+114
New +$13.3K 0.01% 225

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accredited Wealth Management's XLK Position: Q3 2025 in Review

Accredited Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q3 2025, selling an estimated $1.85K and leaving 100 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #218.

Accredited Wealth Management first reported a position in XLK in Q4 2024 and has held it in 4 quarters since. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Accredited Wealth Management held 100 shares of State Street Technology Select Sector SPDR ETF worth $16.2K as of Q3 2025.
  • Accredited Wealth Management sold 14 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $1.85K.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #218 holding.
  • Accredited Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
  • 2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.