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

Copperwynd 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 Q2	$249K	Buy	+1,968	New	+$218K	0.06%	138
2021 Q4	–	Sell	-41,402	Closed	-$3.09M	–	128
2021 Q3	$3.09M	Buy	+41,402	New	+$3.19M	1.27%	14

Other funds holding XLK

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Copperwynd Financial's XLK Position: Q2 2025 in Review

Copperwynd Financial opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025: 1,968 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings. This is a return to the name: Copperwynd Financial previously reported a position in XLK as recently as Q3 2021.

Copperwynd Financial first reported a position in XLK in Q3 2021 and has held it in 2 quarters since. The position peaked at $3.09M in Q3 2021. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Copperwynd Financial held 1,968 shares of State Street Technology Select Sector SPDR ETF worth $249K as of Q2 2025.
State Street Technology Select Sector SPDR ETF was a new Copperwynd Financial position in Q2 2025.
State Street Technology Select Sector SPDR ETF made up 0.06% of Copperwynd Financial's portfolio in Q2 2025, its #138 holding.
Copperwynd Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 2 quarters since.
Copperwynd Financial's State Street Technology Select Sector SPDR ETF position peaked at $3.09M in Q3 2021.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.