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Beta Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beta Wealth Group’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 		– Sell
-38,200
Closed -$3.94M – 117
2025
Q1 		$3.94M Buy
+38,200
New +$4.33M 1.42% 27

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beta Wealth Group's XLK Position: Q2 2025 in Review

Beta Wealth Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 38,200 shares — an estimated $3.94M sold.

Beta Wealth Group first reported a position in XLK in Q1 2025 and held it in 1 quarter. The position peaked at $3.94M in Q1 2025. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • Beta Wealth Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Beta Wealth Group sold 38,200 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $3.94M.
  • Beta Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • Beta Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $3.94M in Q1 2025.
  • 2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Beta Wealth Group's 13F filing for Q2 2025, filed 11 Aug 2025.