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

CarsonAllaria 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
Q3 		– Sell
-478
Closed -$60.5K – 342
2025
Q2 		$60.5K Sell
478
-54
-10% -$5.99K 0.03% 126
2025
Q1 		$54.9K Hold
532
– – 0.03% 124
2024
Q4 		$61.9K Hold
532
– – 0.04% 121
2024
Q3 		$60.1K Buy
+532
New +$58.4K 0.03% 121

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CarsonAllaria Wealth Management's XLK Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 478 shares — an estimated $60.5K sold.

CarsonAllaria Wealth Management first reported a position in XLK in Q3 2024 and held it in 4 quarters. The position peaked at $61.9K in Q4 2024. 2,290 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 478 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $60.5K.
  • CarsonAllaria Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $61.9K in Q4 2024.
  • 2,290 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.