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

Congress 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	$3.15M	Sell	24,896 -1,981,248	-99%	-$220M	0.03%	478
2025 Q1	$207M	Buy	2,006,144 +18,140	+0.9%	+$2.06M	2.48%	2
2024 Q4	$231M	Sell	1,988,004 -44,970	-2%	-$5.23M	3.18%	1
2024 Q3	$229M	Buy	2,032,974 +2,786	+0.1%	+$306K	3.06%	1
2024 Q2	$230M	Sell	2,030,188 -24,434	-1%	-$2.57M	3.65%	2
2024 Q1	$214M	Buy	2,054,622 +15,892	+0.8%	+$1.61M	3.7%	2
2023 Q4	$196M	Buy	2,038,730 +186,504	+10%	+$16.6M	3.6%	2
2023 Q3	$152M	Buy	1,852,226 +32,104	+2%	+$2.75M	3.14%	2
2023 Q2	$158M	Sell	1,820,122 -24,860	-1%	-$1.96M	3.67%	1
2023 Q1	$139M	Sell	1,844,982 -806,050	-30%	-$55.5M	3.36%	1
2022 Q4	$165M	Sell	2,651,032 -60,594	-2%	-$3.85M	4.24%	1
2022 Q3	$161M	Buy	2,711,626 +344,052	+15%	+$23.5M	4.34%	1
2022 Q2	$150M	Buy	2,367,574 +64,190	+3%	+$4.47M	3.84%	1
2022 Q1	$183M	Buy	2,303,384 +116,730	+5%	+$9.16M	4%	1
2021 Q4	$190M	Buy	+2,186,654	New	+$180M	3.78%	1

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

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

Congress Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 99% in Q2 2025, selling an estimated $220M and leaving 24,896 shares worth $3.15M. The position accounts for 0.03% of the portfolio, ranked #478.

Congress Wealth Management first reported a position in XLK in Q4 2021 and has held it in 15 quarters since. The position peaked at $231M in Q4 2024. 2,212 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Congress Wealth Management held 24,896 shares of State Street Technology Select Sector SPDR ETF worth $3.15M as of Q2 2025.
Congress Wealth Management sold 1,981,248 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $220M.
State Street Technology Select Sector SPDR ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #478 holding.
Congress Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $231M 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 Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.