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

Centricity 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	$510K	Sell	4,026 -784	-16%	-$87K	0.41%	45
2025 Q1	$497K	Sell	4,810 -96	-2%	-$10.9K	0.45%	40
2024 Q4	$570K	Buy	+4,906	New	+$571K	0.53%	37

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Centricity Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2025, selling an estimated $87K and leaving 4,026 shares worth $510K. The position accounts for 0.41% of the portfolio, ranked #45.

Centricity Wealth Management first reported a position in XLK in Q4 2024 and has held it in 3 quarters since. The position peaked at $570K in Q4 2024. 2,212 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Centricity Wealth Management held 4,026 shares of State Street Technology Select Sector SPDR ETF worth $510K as of Q2 2025.
Centricity Wealth Management sold 784 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $87K.
State Street Technology Select Sector SPDR ETF made up 0.41% of Centricity Wealth Management's portfolio in Q2 2025, its #45 holding.
Centricity Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
Centricity Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $570K in Q4 2024.
2,212 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.