Collier Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Collier Financial’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 Q1	$2.95M	Buy	+28,538	New	+$3.24M	2.5%	10

Other funds holding XLK

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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

Collier Financial's XLK Position: Q1 2025 in Review

Collier Financial opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025: 28,538 shares worth $2.95M. The stake represents 2.5% of the portfolio and ranks #10 among its holdings.

2,132 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Collier Financial held 28,538 shares of State Street Technology Select Sector SPDR ETF worth $2.95M as of Q1 2025.
State Street Technology Select Sector SPDR ETF was a new Collier Financial position in Q1 2025.
State Street Technology Select Sector SPDR ETF made up 2.5% of Collier Financial's portfolio in Q1 2025, its #10 holding.
2,132 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Collier Financial's 13F filing for Q1 2025, filed 15 Apr 2025.