Evergreen Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Evergreen Private Wealth’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	-8	Closed	-$1.13K	–	232
2025 Q3	$1.13K	Hold	8	–	–	﹤0.01%	228
2025 Q2	$1.01K	Hold	8	–	–	﹤0.01%	279
2025 Q1	$826	Sell	8 -52	-87%	-$5.89K	﹤0.01%	176
2024 Q4	$6.98K	Hold	60	–	–	﹤0.01%	165
2024 Q3	$6.77K	Hold	60	–	–	﹤0.01%	166
2024 Q2	$6.79K	Buy	60 +52	+650%	+$5.47K	﹤0.01%	172
2024 Q1	$833	Hold	8	–	–	﹤0.01%	198
2023 Q4	$770	Buy	+8	New	+$712	﹤0.01%	210

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 22.96% 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

Evergreen Private Wealth's XLK Position: Q4 2025 in Review

Evergreen Private Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 8 shares — an estimated $1.13K sold.

Evergreen Private Wealth first reported a position in XLK in Q4 2023 and held it in 8 quarters. The position peaked at $6.98K in Q4 2024. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Evergreen Private Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 8 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $1.13K.
Evergreen Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $6.98K in Q4 2024.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.