Better Money Decisions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Better Money Decisions’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	$200K	Buy	+1,582	New	+$176K	0.12%	74
2025 Q1	–	Sell	-2,206	Closed	-$256K	–	71
2024 Q4	$256K	Sell	2,206 -116	-5%	-$13.5K	0.18%	62
2024 Q3	$262K	Buy	2,322 +2	+0.1%	+$220	0.19%	59
2024 Q2	$262K	Buy	2,320 +2	+0.1%	+$211	0.2%	57
2024 Q1	$241K	Sell	2,318 -200	-8%	-$20.2K	0.19%	59
2023 Q4	$242K	Sell	2,518 -54	-2%	-$4.81K	0.2%	56
2023 Q3	$211K	Sell	2,572 -268	-9%	-$23K	0.19%	58
2023 Q2	$247K	Buy	2,840 +4	+0.1%	+$315	0.2%	57
2023 Q1	$214K	Buy	+2,836	New	+$195K	0.18%	61
2022 Q3	–	Sell	-2,370	Closed	-$151K	–	460
2022 Q2	$151K	Buy	+2,370	New	+$165K	0.13%	67
2022 Q1	–	Sell	-2,370	Closed	-$206K	–	67
2021 Q4	$206K	Buy	2,370 +686	+41%	+$56.5K	0.17%	63
2021 Q3	$126K	Buy	1,684 +1,284	+321%	+$99.1K	0.1%	92
2021 Q2	$30K	Buy	+400	New	+$28K	0.03%	211

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

Better Money Decisions's XLK Position: Q2 2025 in Review

Better Money Decisions opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025: 1,582 shares worth $200K. The stake represents 0.12% of the portfolio and ranks #74 among its holdings. This is a return to the name: Better Money Decisions previously reported a position in XLK as recently as Q4 2024.

Better Money Decisions first reported a position in XLK in Q2 2021 and has held it in 13 quarters since. The position peaked at $262K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Better Money Decisions held 1,582 shares of State Street Technology Select Sector SPDR ETF worth $200K as of Q2 2025.
State Street Technology Select Sector SPDR ETF was a new Better Money Decisions position in Q2 2025.
State Street Technology Select Sector SPDR ETF made up 0.12% of Better Money Decisions's portfolio in Q2 2025, its #74 holding.
Better Money Decisions first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
Better Money Decisions's State Street Technology Select Sector SPDR ETF position peaked at $262K in Q2 2024.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.