Brass Tax Wealth Management’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
Q3
$821K Sell
5,824
-846
-13% -$112K 0.14% 76
2025
Q2
$845K Buy
6,670
+4,540
+213% +$504K 0.16% 67
2025
Q1
$220K Sell
2,130
-110
-5% -$12.5K 0.05% 200
2024
Q4
$260K Buy
+2,240
New +$261K 0.05% 168

Other funds holding XLK

Brass Tax Wealth Management's XLK Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 13% in Q3 2025, selling an estimated $112K and leaving 5,824 shares worth $821K. The position accounts for 0.14% of the portfolio, ranked #76.

Brass Tax Wealth Management first reported a position in XLK in Q4 2024 and has held it in 4 quarters since. The position peaked at $845K in Q2 2025. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Brass Tax Wealth Management held 5,824 shares of State Street Technology Select Sector SPDR ETF worth $821K as of Q3 2025.
  • Brass Tax Wealth Management sold 846 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $112K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of Brass Tax Wealth Management's portfolio in Q3 2025, its #76 holding.
  • Brass Tax Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
  • Brass Tax Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $845K in Q2 2025.
  • 2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.