Austin Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Austin Private Wealth’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	$1.24M	Sell	8,618 -1,284	-13%	-$185K	0.09%	96
2025 Q3	$1.4M	Sell	9,902 -14	-0.1%	-$1.85K	0.11%	93
2025 Q2	$1.26M	Sell	9,916 -506	-5%	-$56.2K	0.1%	102
2025 Q1	$1.08M	Sell	10,422 -48	-0.5%	-$5.44K	0.1%	97
2024 Q4	$1.22M	Hold	10,470	–	–	0.11%	77
2024 Q3	$1.18M	Buy	10,470 +3,668	+54%	+$403K	0.11%	71
2024 Q2	$769K	Hold	6,802	–	–	0.08%	88
2024 Q1	$705K	Buy	6,802 +268	+4%	+$27.1K	0.08%	89
2023 Q4	$629K	Buy	6,534 +22	+0.3%	+$1.96K	0.08%	84
2023 Q3	$534K	Hold	6,512	–	–	0.08%	87
2023 Q2	$566K	Buy	6,512 +418	+7%	+$32.9K	0.08%	86
2023 Q1	$460K	Sell	6,094 -108	-2%	-$7.43K	0.07%	93
2022 Q4	$386K	Buy	6,202 +712	+13%	+$45.2K	0.07%	99
2022 Q3	$326K	Hold	5,490	–	–	0.07%	90
2022 Q2	$349K	Hold	5,490	–	–	0.08%	91
2022 Q1	$436K	Hold	5,490	–	–	0.09%	76
2021 Q4	$477K	Sell	5,490 -510	-9%	-$42K	0.1%	78
2021 Q3	$448K	Hold	6,000	–	–	0.09%	79
2021 Q2	$443K	Hold	6,000	–	–	0.1%	74
2021 Q1	$398K	Hold	6,000	–	–	0.1%	71
2020 Q4	$390K	Sell	6,000 -46	-0.8%	-$2.8K	0.11%	66
2020 Q3	$353K	Hold	6,046	–	–	0.13%	59
2020 Q2	$316K	Buy	+6,046	New	+$284K	0.14%	60

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

Austin Private Wealth's XLK Position: Q4 2025 in Review

Austin Private Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q4 2025, selling an estimated $185K and leaving 8,618 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #96.

Austin Private Wealth first reported a position in XLK in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.4M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Austin Private Wealth held 8,618 shares of State Street Technology Select Sector SPDR ETF worth $1.24M as of Q4 2025.
Austin Private Wealth sold 1,284 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $185K.
State Street Technology Select Sector SPDR ETF made up 0.09% of Austin Private Wealth's portfolio in Q4 2025, its #96 holding.
Austin Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 23 quarters since.
Austin Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $1.4M in Q3 2025.
2,472 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.