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

Dogwood 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
Q3 		– Hold
0
– – – 742
2025
Q2 		– Hold
0
– – – 687
2025
Q1 		– Hold
0
– – – 530
2024
Q4 		– Hold
0
– – – 277
2024
Q3 		– Sell
-152
Closed -$16.7K – 237
2024
Q2 		$17.2K Buy
+152
New +$16K 0.01% 146

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 22.9% 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

Dogwood Wealth Management's XLK Position: Q3 2025 in Review

Dogwood Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2025 at 0 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Dogwood Wealth Management first reported a position in XLK in Q2 2024 and has held it in 1 quarter since. The position peaked at $17.2K in Q2 2024. 2,290 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Dogwood Wealth Management held 0 shares of State Street Technology Select Sector SPDR ETF worth $17 as of Q3 2025.
  • Dogwood Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2025.
  • State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q3 2025, its #742 holding.
  • Dogwood Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 1 quarter since.
  • Dogwood Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $17.2K in Q2 2024.
  • 2,290 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.