Belmont Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Belmont Capital’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 Q2	$253K	Hold	2,000	–	–	0.04%	113
2025 Q1	$206K	Hold	2,000	–	–	0.04%	119
2024 Q4	$233K	Hold	2,000	–	–	0.04%	78
2024 Q3	$226K	Hold	2,000	–	–	0.04%	112
2024 Q2	$226K	Hold	2,000	–	–	0.04%	122
2024 Q1	$208K	Hold	2,000	–	–	0.06%	89
2023 Q4	$192K	Buy	+2,000	New	+$178K	0.08%	74

Other funds holding XLK

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

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

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Belmont Capital's XLK Position: Q2 2025 in Review

Belmont Capital held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2025 at 2,000 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #113.

Belmont Capital first reported a position in XLK in Q4 2023 and has held it in 7 quarters since. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Belmont Capital held 2,000 shares of State Street Technology Select Sector SPDR ETF worth $253K as of Q2 2025.
Belmont Capital left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Technology Select Sector SPDR ETF made up 0.04% of Belmont Capital's portfolio in Q2 2025, its #113 holding.
Belmont Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.