Bordeaux Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,640
Closed -$273K 175
2025
Q1
$273K Buy
2,640
+686
+35% +$77.8K 0.05% 126
2024
Q4
$227K Buy
+1,954
New +$227K 0.04% 145
2022
Q1
Sell
-34,842
Closed -$3.03M 102
2021
Q4
$3.03M Buy
+34,842
New +$2.87M 1.39% 18

Other funds holding XLK

Bordeaux Wealth Advisors's XLK Position: Q2 2025 in Review

Bordeaux Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 2,640 shares — an estimated $273K sold.

Bordeaux Wealth Advisors first reported a position in XLK in Q4 2021 and held it in 3 quarters. The position peaked at $3.03M in Q4 2021. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • Bordeaux Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 2,640 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $273K.
  • Bordeaux Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 3 quarters.
  • Bordeaux Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.03M in Q4 2021.
  • 2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.