Birchcreek Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Birchcreek Wealth 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 Q4	–	Sell	-1,716	Closed	-$242K	–	122
2025 Q3	$242K	Hold	1,716	–	–	0.13%	103
2025 Q2	$217K	Buy	+1,716	New	+$190K	0.12%	108
2024 Q3	–	Sell	-33,856	Closed	-$3.83M	–	155
2024 Q2	$3.83M	Sell	33,856 -7,582	-18%	-$798K	2.16%	10
2024 Q1	$4.32M	Buy	41,438 +1,528	+4%	+$155K	2.27%	9
2023 Q4	$3.84M	Buy	39,910 +4,614	+13%	+$411K	2.3%	10
2023 Q3	$2.89M	Buy	35,296 +17,196	+95%	+$1.47M	1.96%	11
2023 Q2	$1.57M	Buy	18,100 +10,402	+135%	+$820K	1.1%	22
2023 Q1	$581K	Buy	+7,698	New	+$530K	0.46%	58

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 22.96% 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

Birchcreek Wealth Management's XLK Position: Q4 2025 in Review

Birchcreek Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 1,716 shares — an estimated $242K sold.

Birchcreek Wealth Management first reported a position in XLK in Q1 2023 and held it in 8 quarters. The position peaked at $4.32M in Q1 2024. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Birchcreek Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Birchcreek Wealth Management sold 1,716 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $242K.
Birchcreek Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 8 quarters.
Birchcreek Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.32M in Q1 2024.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Birchcreek Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.