Curated Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Curated Wealth 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 Q1	–	Sell	-2,114	Closed	-$246K	–	162
2024 Q4	$246K	Hold	2,114	–	–	0.03%	130
2024 Q3	$239K	Hold	2,114	–	–	0.03%	121
2024 Q2	$239K	Buy	+2,114	New	+$223K	0.03%	121
2024 Q1	–	Sell	-2,114	Closed	-$214K	–	273
2023 Q4	$203K	Buy	+2,114	New	+$188K	0.03%	138
2023 Q1	–	Sell	-3,234	Closed	-$201K	–	142
2022 Q4	$201K	Sell	3,234 -4,100	-56%	-$260K	0.05%	124
2022 Q3	$437K	Sell	7,334 -150	-2%	-$10.2K	0.13%	66
2022 Q2	$475K	Sell	7,484 -3,022	-29%	-$211K	0.14%	67
2022 Q1	$913K	Hold	10,506	–	–	0.31%	37
2021 Q4	$913K	Hold	10,506	–	–	0.3%	39
2021 Q3	$784K	Hold	10,506	–	–	0.44%	42
2021 Q2	$776K	Hold	10,506	–	–	0.42%	41
2021 Q1	$698K	Hold	10,506	–	–	0.43%	43
2020 Q4	$683K	Buy	+10,506	New	+$640K	0.44%	39

Other funds holding XLK

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Curated Wealth Partners's XLK Position: Q1 2025 in Review

Curated Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 2,114 shares — an estimated $246K sold.

Curated Wealth Partners first reported a position in XLK in Q4 2020 and held it in 13 quarters. The position peaked at $913K in Q1 2022. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Curated Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Curated Wealth Partners sold 2,114 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $246K.
Curated Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 13 quarters.
Curated Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $913K in Q1 2022.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Curated Wealth Partners's 13F filing for Q1 2025, filed 15 Apr 2025.