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Carolinas Wealth Consulting’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Carolinas Wealth Consulting’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
-2,502
Closed -$258K – 980
2025
Q1 		$258K Buy
2,502
+30
+1% +$3.4K 0.06% 159
2024
Q4 		$287K Buy
2,472
+4
+0.2% +$465 0.06% 153
2024
Q3 		$278K Sell
2,468
-14
-0.6% -$1.54K 0.05% 158
2024
Q2 		$281K Buy
2,482
+6
+0.2% +$632 0.05% 149
2024
Q1 		$258K Buy
2,476
+4
+0.2% +$405 0.05% 146
2023
Q4 		$238K Buy
2,472
+2,352
+1,960% +$209K 0.05% 143
2023
Q3 		$9.88K Sell
120
-10,474
-99% -$898K ﹤0.01% 520
2023
Q2 		$921K Buy
10,594
+74
+0.7% +$5.83K 0.18% 72
2023
Q1 		$794K Buy
10,520
+12
+0.1% +$826 0.17% 77
2022
Q4 		$654K Buy
10,508
+18
+0.2% +$1.14K 0.15% 79
2022
Q3 		$623K Buy
10,490
+16
+0.2% +$1.09K 0.16% 72
2022
Q2 		$666K Buy
10,474
+14
+0.1% +$975 0.17% 71
2022
Q1 		$831K Buy
10,460
+12
+0.1% +$942 0.18% 69
2021
Q4 		$908K Buy
10,448
+70
+0.7% +$5.76K 0.2% 58
2021
Q3 		$775K Sell
10,378
-12
-0.1% -$926 0.18% 63
2021
Q2 		$767K Sell
10,390
-2,446
-19% -$171K 0.17% 62
2021
Q1 		$852K Sell
12,836
-1,590
-11% -$105K 0.21% 55
2020
Q4 		$938K Buy
14,426
+1,470
+11% +$89.5K 0.25% 48
2020
Q3 		$756K Buy
12,956
+14
+0.1% +$791 0.25% 49
2020
Q2 		$676K Buy
12,942
+16
+0.1% +$753 0.27% 49
2020
Q1 		$519K Buy
12,926
+830
+7% +$37.9K 0.28% 49
2019
Q4 		$553K Buy
+12,096
New +$518K 0.58% 34

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

Carolinas Wealth Consulting's XLK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 2,502 shares — an estimated $258K sold.

Carolinas Wealth Consulting first reported a position in XLK in Q4 2019 and held it in 22 quarters. The position peaked at $938K in Q4 2020. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,502 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $258K.
  • Carolinas Wealth Consulting first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's State Street Technology Select Sector SPDR ETF position peaked at $938K in Q4 2020.
  • 2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.