Berkshire Money Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Berkshire Money Management’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	–	Sell	-1,162	Closed	-$147K	–	156
2025 Q2	$147K	Buy	+1,162	New	+$129K	0.02%	111
2020 Q2	–	Sell	-3,500	Closed	-$141K	–	87
2020 Q1	$141K	Buy	+3,500	New	+$160K	0.03%	42
2018 Q4	–	Sell	-27,280	Closed	-$1.03M	–	35
2018 Q3	$1.03M	Hold	27,280	–	–	0.23%	13
2018 Q2	$969K	Sell	27,280 -172	-0.6%	-$5.9K	0.23%	14
2018 Q1	$898K	Sell	27,452 -2,860	-9%	-$96.1K	0.22%	16
2017 Q4	$969K	Sell	30,312 -652	-2%	-$20.4K	0.24%	16
2017 Q3	$975K	Sell	30,964 -338	-1%	-$9.74K	0.25%	16
2017 Q2	$856K	Sell	31,302 -942	-3%	-$25.9K	0.24%	16
2017 Q1	$859K	Sell	32,244 -836	-3%	-$21.5K	0.26%	15
2016 Q4	$800K	Buy	+33,080	New	+$789K	0.24%	17

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 22.9% 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

Berkshire Money Management's XLK Position: Q3 2025 in Review

Berkshire Money Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 1,162 shares — an estimated $147K sold.

Berkshire Money Management first reported a position in XLK in Q4 2016 and held it in 10 quarters. The position peaked at $1.03M in Q3 2018. 2,290 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Berkshire Money Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 1,162 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $147K.
Berkshire Money Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2016 and held it in 10 quarters.
Berkshire Money Management's State Street Technology Select Sector SPDR ETF position peaked at $1.03M in Q3 2018.
2,290 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.