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

Capital A 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
-4
Closed -$413 – 853
2025
Q1 		$413 Hold
4
– – ﹤0.01% 645
2024
Q4 		$465 Buy
+4
New +$465 ﹤0.01% 664

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital A Wealth Management's XLK Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 4 shares — an estimated $413 sold.

Capital A Wealth Management first reported a position in XLK in Q4 2024 and held it in 2 quarters. The position peaked at $465 in Q4 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 4 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $413.
  • Capital A Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $465 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 Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.