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Family Legacy Financial Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Family Legacy Financial Solutions’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
-466
Closed -$65.6K – 245
2025
Q3 		$65.6K Sell
466
-32
-6% -$4.24K 0.05% 83
2025
Q2 		$63.2K Buy
+498
New +$55.3K 0.05% 87

Other funds holding XLK

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Family Legacy Financial Solutions's XLK Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 466 shares — an estimated $65.6K sold.

Family Legacy Financial Solutions first reported a position in XLK in Q2 2025 and held it in 2 quarters. The position peaked at $65.6K in Q3 2025. 2,472 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 466 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $65.6K.
  • Family Legacy Financial Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's State Street Technology Select Sector SPDR ETF position peaked at $65.6K in Q3 2025.
  • 2,472 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.