Apexium Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Apexium Financial’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	$13.1M	Buy	92,634 +370	+0.4%	+$49K	0.64%	26
2025 Q2	$11.7M	Sell	92,264 -2,452	-3%	-$272K	0.62%	28
2025 Q1	$9.78M	Buy	94,716 +3,834	+4%	+$435K	0.58%	30
2024 Q4	$10.6M	Sell	90,882 -588	-0.6%	-$68.4K	0.64%	26
2024 Q3	$10.3M	Buy	91,470 +2,344	+3%	+$257K	0.68%	23
2024 Q2	$10.1M	Buy	89,126 +3,766	+4%	+$397K	0.72%	20
2024 Q1	$8.89M	Buy	85,360 +2,036	+2%	+$206K	0.67%	21
2023 Q4	$8.02M	Sell	83,324 -1,236	-1%	-$110K	0.58%	24
2023 Q3	$6.93M	Sell	84,560 -4,054	-5%	-$348K	0.69%	23
2023 Q2	$7.7M	Sell	88,614 -940	-1%	-$74.1K	0.68%	21
2023 Q1	$6.76M	Buy	89,554 +2,320	+3%	+$160K	0.66%	21
2022 Q4	$5.43M	Buy	87,234 +16,730	+24%	+$1.06M	0.56%	21
2022 Q3	$4.19M	Buy	70,504 +51,568	+272%	+$3.52M	0.52%	24
2022 Q2	$1.2M	Sell	18,936 -10,446	-36%	-$728K	0.69%	29
2022 Q1	$2.42M	Buy	29,382 +2,608	+10%	+$205K	1.27%	13
2021 Q4	$2.33M	Sell	26,774 -8,064	-23%	-$664K	1.2%	13
2021 Q3	$2.6M	Sell	34,838 -4,268	-11%	-$329K	1.5%	13
2021 Q2	$2.89M	Sell	39,106 -3,520	-8%	-$247K	1.79%	11
2021 Q1	$2.83M	Sell	42,626 -2,614	-6%	-$173K	2.08%	11
2020 Q4	$2.94M	Sell	45,240 -1,432	-3%	-$87.2K	2.33%	12
2020 Q3	$2.71M	Buy	46,672 +11,956	+34%	+$676K	2.2%	13
2020 Q2	$1.81M	Buy	+34,716	New	+$1.63M	1.64%	15
2020 Q1	–	Sell	-7,550	Closed	-$346K	–	88
2019 Q4	$346K	Buy	+7,550	New	+$323K	0.45%	43

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apexium Financial's XLK Position: Q3 2025 in Review

Apexium Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.4% in Q3 2025, buying an estimated $49K and bringing the position to 92,634 shares worth $13.1M. The position accounts for 0.64% of the portfolio, ranked #26.

Apexium Financial first reported a position in XLK in Q4 2019 and has held it in 23 quarters since. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Apexium Financial held 92,634 shares of State Street Technology Select Sector SPDR ETF worth $13.1M as of Q3 2025.
Apexium Financial bought 370 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $49K.
State Street Technology Select Sector SPDR ETF made up 0.64% of Apexium Financial's portfolio in Q3 2025, its #26 holding.
Apexium Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.