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Coston McIsaac & Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Coston McIsaac & Partners’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 		– Sell
-14
Closed -$1K – 850
2025
Q1 		$1K Buy
+14
New +$1.59K ﹤0.01% 735
2023
Q2 		– Sell
-32
Closed -$2K – 862
2023
Q1 		$2K Buy
+32
New +$2.2K ﹤0.01% 726

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Coston McIsaac & Partners's XLK Position: Q2 2025 in Review

Coston McIsaac & Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 14 shares — an estimated $1K sold.

Coston McIsaac & Partners first reported a position in XLK in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • Coston McIsaac & Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 14 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $1K.
  • Coston McIsaac & Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 2 quarters.
  • Coston McIsaac & Partners's State Street Technology Select Sector SPDR ETF position peaked at $2K in Q1 2023.
  • 2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Coston McIsaac & Partners's 13F filing for Q2 2025, filed 12 Aug 2025.