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

Cahaba 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 Q2	–	Sell	-2,540	Closed	-$262K	–	162
2025 Q1	$262K	Buy	2,540 +16	+0.6%	+$1.81K	0.02%	124
2024 Q4	$293K	Hold	2,524	–	–	0.02%	117
2024 Q3	$285K	Buy	2,524 +2	+0.1%	+$220	0.02%	124
2024 Q2	$285K	Hold	2,522	–	–	0.03%	120
2024 Q1	$263K	Buy	2,522 +2	+0.1%	+$202	0.02%	127
2023 Q4	$243K	Buy	2,520 +2	+0.1%	+$178	0.02%	126
2023 Q3	$206K	Sell	2,518 -370	-13%	-$31.7K	0.02%	137
2023 Q2	$251K	Buy	+2,888	New	+$228K	0.03%	124

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cahaba Wealth Management's XLK Position: Q2 2025 in Review

Cahaba Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 2,540 shares — an estimated $262K sold.

Cahaba Wealth Management first reported a position in XLK in Q2 2023 and held it in 8 quarters. The position peaked at $293K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Cahaba Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Cahaba Wealth Management sold 2,540 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $262K.
Cahaba Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and held it in 8 quarters.
Cahaba Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $293K in Q4 2024.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Cahaba Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.