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

Cordatus 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 Q4	–	Sell	-2,700	Closed	-$381K	–	170
2025 Q3	$381K	Buy	+2,700	New	+$358K	0.09%	128
2023 Q1	–	Sell	-8,722	Closed	-$543K	–	75
2022 Q4	$543K	Buy	+8,722	New	+$554K	0.8%	40

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cordatus Wealth Management's XLK Position: Q4 2025 in Review

Cordatus Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 2,700 shares — an estimated $381K sold.

Cordatus Wealth Management first reported a position in XLK in Q4 2022 and held it in 2 quarters. The position peaked at $543K in Q4 2022. 2,487 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Cordatus Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Cordatus Wealth Management sold 2,700 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $381K.
Cordatus Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
Cordatus Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $543K in Q4 2022.
2,487 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Cordatus Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.