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

Arvest 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
2026
Q1 		$14.9K Hold
112
– – ﹤0.01% 181
2025
Q4 		$16.1K Hold
112
– – ﹤0.01% 175
2025
Q3 		$15.8K Hold
112
– – ﹤0.01% 168
2025
Q2 		$14.2K Hold
112
– – ﹤0.01% 160
2025
Q1 		$11.6K Hold
112
– – ﹤0.01% 147
2024
Q4 		$13K Hold
112
– – ﹤0.01% 148
2024
Q3 		$12.6K Hold
112
– – ﹤0.01% 145
2024
Q2 		$12.7K Hold
112
– – ﹤0.01% 143
2024
Q1 		$11.7K Sell
112
-460
-80% -$46.5K ﹤0.01% 136
2023
Q4 		$55K Buy
+572
New +$50.9K 0.01% 124

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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return