Forte Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Forte Capital’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	$324K	Sell	2,560 -1,598	-38%	-$177K	0.03%	211
2025 Q1	$429K	Sell	4,158 -850	-17%	-$96.4K	0.05%	180
2024 Q4	$582K	Buy	5,008 +4	+0.1%	+$465	0.07%	155
2024 Q3	$565K	Sell	5,004 -314	-6%	-$34.5K	0.06%	160
2024 Q2	$602K	Buy	5,318 +6	+0.1%	+$632	0.07%	140
2024 Q1	$553K	Buy	5,312 +6	+0.1%	+$607	0.07%	152
2023 Q4	$511K	Sell	5,306 -1,152	-18%	-$103K	0.07%	143
2023 Q3	$529K	Buy	+6,458	New	+$554K	0.08%	127
2022 Q2	–	Sell	-3,500	Closed	-$304K	–	229
2022 Q1	$304K	Hold	3,500	–	–	0.04%	186
2021 Q4	$304K	Sell	3,500 -278	-7%	-$22.9K	0.04%	186
2021 Q3	$282K	Buy	3,778 +160	+4%	+$12.3K	0.04%	187
2021 Q2	$267K	Buy	+3,618	New	+$253K	0.04%	192

Other funds holding XLK

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Forte Capital's XLK Position: Q2 2025 in Review

Forte Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 38% in Q2 2025, selling an estimated $177K and leaving 2,560 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #211.

Forte Capital first reported a position in XLK in Q2 2021 and has held it in 12 quarters since. The position peaked at $602K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Forte Capital held 2,560 shares of State Street Technology Select Sector SPDR ETF worth $324K as of Q2 2025.
Forte Capital sold 1,598 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $177K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Forte Capital's portfolio in Q2 2025, its #211 holding.
Forte Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 12 quarters since.
Forte Capital's State Street Technology Select Sector SPDR ETF position peaked at $602K in Q2 2024.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.