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Birch Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Birch Financial 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
Q1 		– Sell
-1,890
Closed -$220K – 109
2024
Q4 		$220K Buy
+1,890
New +$220K 0.25% 78

Other funds holding XLK

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

Birch Financial Group's XLK Position: Q1 2025 in Review

Birch Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 1,890 shares — an estimated $220K sold.

Birch Financial Group first reported a position in XLK in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Birch Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Birch Financial Group sold 1,890 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $220K.
  • Birch Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Birch Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $220K in Q4 2024.
  • 2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Birch Financial Group's 13F filing for Q1 2025, filed 31 Oct 2025.