Alpha Cubed Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Alpha Cubed Investments’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 Q4	$1.39M	Buy	9,639 +1,919	+25%	+$277K	0.05%	99
2025 Q3	$1.09M	Buy	7,720 +340	+5%	+$45K	0.04%	116
2025 Q2	$934K	Buy	7,380 +204	+3%	+$22.6K	0.04%	120
2025 Q1	$741K	Buy	7,176 +314	+5%	+$35.6K	0.03%	141
2024 Q4	$798K	Sell	6,862 -638	-9%	-$74.2K	0.04%	124
2024 Q3	$847K	Sell	7,500 -2,242	-23%	-$246K	0.04%	115
2024 Q2	$1.1M	Sell	9,742 -4,930	-34%	-$519K	0.05%	110
2024 Q1	$1.53M	Sell	14,672 -7,758	-35%	-$785K	0.08%	97
2023 Q4	$2.16M	Buy	22,430 +11,108	+98%	+$989K	0.12%	88
2023 Q3	$928K	Sell	11,322 -1,684	-13%	-$144K	0.06%	108
2023 Q2	$1.13M	Sell	13,006 -138	-1%	-$10.9K	0.08%	98
2023 Q1	$992K	Sell	13,144 -1,998	-13%	-$137K	0.07%	107
2022 Q4	$942K	Buy	15,142 +508	+3%	+$32.3K	0.07%	119
2022 Q3	$869K	Sell	14,634 -20	-0.1%	-$1.36K	0.07%	113
2022 Q2	$931K	Buy	14,654 +7,586	+107%	+$528K	0.07%	124
2022 Q1	$562K	Buy	7,068 +1,054	+18%	+$82.7K	0.04%	180
2021 Q4	$523K	Buy	6,014 +90	+2%	+$7.41K	0.03%	172
2021 Q3	$442K	Buy	5,924 +76	+1%	+$5.86K	0.03%	178
2021 Q2	$432K	Sell	5,848 -1,172	-17%	-$82.1K	0.03%	176
2021 Q1	$466K	Sell	7,020 -642	-8%	-$42.4K	0.04%	163
2020 Q4	$498K	Buy	7,662 +104	+1%	+$6.33K	0.04%	154
2020 Q3	$441K	Sell	7,558 -1,854	-20%	-$105K	0.04%	146
2020 Q2	$492K	Sell	9,412 -2,062	-18%	-$97K	0.05%	126
2020 Q1	$461K	Buy	11,474 +4,566	+66%	+$208K	0.06%	131
2019 Q4	$317K	Buy	6,908 +152	+2%	+$6.51K	0.03%	188
2019 Q3	$272K	Buy	6,756 +584	+9%	+$23.4K	0.03%	198
2019 Q2	$241K	Sell	6,172 -512	-8%	-$19.5K	0.03%	212
2019 Q1	$247K	Sell	6,684 -25,360	-79%	-$868K	0.03%	194
2018 Q4	$993K	Buy	+32,044	New	+$1.08M	0.15%	88

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alpha Cubed Investments's XLK Position: Q4 2025 in Review

Alpha Cubed Investments increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 25% in Q4 2025, buying an estimated $277K and bringing the position to 9,639 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #99.

Alpha Cubed Investments first reported a position in XLK in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.16M in Q4 2023. 2,482 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Alpha Cubed Investments held 9,639 shares of State Street Technology Select Sector SPDR ETF worth $1.39M as of Q4 2025.
Alpha Cubed Investments bought 1,919 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $277K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Alpha Cubed Investments's portfolio in Q4 2025, its #99 holding.
Alpha Cubed Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
Alpha Cubed Investments's State Street Technology Select Sector SPDR ETF position peaked at $2.16M in Q4 2023.
2,482 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.