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

Burt Wealth Advisors’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 Q3	$348K	Hold	2,470	–	–	0.09%	90
2025 Q2	$313K	Hold	2,470	–	–	0.07%	95
2025 Q1	$255K	Hold	2,470	–	–	0.06%	102
2024 Q4	$287K	Hold	2,470	–	–	0.07%	91
2024 Q3	$279K	Hold	2,470	–	–	0.07%	98
2024 Q2	$279K	Sell	2,470 -8	-0.3%	-$842	0.07%	93
2024 Q1	$258K	Buy	2,478 +8	+0.3%	+$809	0.07%	106
2023 Q4	$238K	Hold	2,470	–	–	0.07%	101
2023 Q3	$202K	Hold	2,470	–	–	0.06%	100
2023 Q2	$215K	Buy	+2,470	New	+$195K	0.06%	103
2021 Q1	–	Sell	-2,400	Closed	-$156K	–	373
2020 Q4	$156K	Hold	2,400	–	–	0.05%	99
2020 Q3	$140K	Hold	2,400	–	–	0.05%	100
2020 Q2	$125K	Hold	2,400	–	–	0.05%	108
2020 Q1	$96K	Hold	2,400	–	–	0.04%	117
2019 Q4	$110K	Hold	2,400	–	–	0.04%	122
2019 Q3	$97K	Hold	2,400	–	–	0.04%	127
2019 Q2	$94K	Hold	2,400	–	–	0.04%	128
2019 Q1	$89K	Hold	2,400	–	–	0.04%	129
2018 Q4	$74K	Hold	2,400	–	–	0.04%	145
2018 Q3	$90K	Hold	2,400	–	–	0.04%	146
2018 Q2	$83K	Hold	2,400	–	–	0.04%	142
2018 Q1	$79K	Buy	+2,400	New	+$80.6K	0.04%	146
2017 Q4	–	Sell	-2,400	Closed	-$71K	–	389
2017 Q3	$71K	Hold	2,400	–	–	0.05%	151
2017 Q2	$65K	Hold	2,400	–	–	0.04%	160
2017 Q1	$64K	Hold	2,400	–	–	0.05%	144
2016 Q4	$58K	Hold	2,400	–	–	0.05%	157
2016 Q3	$57K	Hold	2,400	–	–	0.06%	149
2016 Q2	$52K	Hold	2,400	–	–	0.06%	151
2016 Q1	$53K	Buy	+2,400	New	+$49.6K	0.05%	161

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

Burt Wealth Advisors's XLK Position: Q3 2025 in Review

Burt Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2025 at 2,470 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #90.

Burt Wealth Advisors first reported a position in XLK in Q1 2016 and has held it in 29 quarters since. 2,289 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Burt Wealth Advisors held 2,470 shares of State Street Technology Select Sector SPDR ETF worth $348K as of Q3 2025.
Burt Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Technology Select Sector SPDR ETF made up 0.09% of Burt Wealth Advisors's portfolio in Q3 2025, its #90 holding.
Burt Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and has held it in 29 quarters since.
2,289 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.