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Consolidated Portfolio Review Corp’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-20,196
Closed -$2.85M – 439
2025
Q3 		$2.85M Sell
20,196
-14,508
-42% -$1.92M 0.36% 68
2025
Q2 		$4.39M Sell
34,704
-24
-0.1% -$2.66K 0.61% 37
2025
Q1 		$3.59M Sell
34,728
-4,314
-11% -$489K 0.57% 44
2024
Q4 		$4.54M Buy
39,042
+2,628
+7% +$306K 0.72% 29
2024
Q3 		$4.11M Buy
36,414
+1,236
+4% +$136K 0.92% 22
2024
Q2 		$3.98M Buy
35,178
+4,306
+14% +$453K 0.93% 23
2024
Q1 		$3.21M Sell
30,872
-3,030
-9% -$306K 0.84% 27
2023
Q4 		$3.26M Sell
33,902
-182
-0.5% -$16.2K 0.75% 29
2023
Q3 		$2.79M Sell
34,084
-182
-0.5% -$15.6K 0.68% 29
2023
Q2 		$2.98M Sell
34,266
-12,798
-27% -$1.01M 0.71% 30
2023
Q1 		$3.55M Buy
+47,064
New +$3.24M 0.96% 22

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 22.96% 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

Consolidated Portfolio Review Corp's XLK Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 20,196 shares — an estimated $2.85M sold.

Consolidated Portfolio Review Corp first reported a position in XLK in Q1 2023 and held it in 11 quarters. The position peaked at $4.54M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 20,196 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $2.85M.
  • Consolidated Portfolio Review Corp first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 11 quarters.
  • Consolidated Portfolio Review Corp's State Street Technology Select Sector SPDR ETF position peaked at $4.54M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.