Foundation Wealth Management (Missouri)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Foundation Wealth Management (Missouri)’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	–	Sell	-3,656	Closed	-$463K	–	47
2025 Q2	$463K	Buy	3,656 +6	+0.2%	+$666	0.32%	31
2025 Q1	$377K	Buy	3,650 +6	+0.2%	+$680	0.3%	32
2024 Q4	$424K	Hold	3,644	–	–	0.33%	29
2024 Q3	$411K	Sell	3,644 -2,546	-41%	-$279K	0.31%	27
2024 Q2	$700K	Buy	+6,190	New	+$652K	0.55%	25

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s XLK Position: Q3 2025 in Review

Foundation Wealth Management (Missouri) sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 3,656 shares — an estimated $463K sold.

Foundation Wealth Management (Missouri) first reported a position in XLK in Q2 2024 and held it in 5 quarters. The position peaked at $700K in Q2 2024. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Foundation Wealth Management (Missouri) reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Foundation Wealth Management (Missouri) sold 3,656 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $463K.
Foundation Wealth Management (Missouri) first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
Foundation Wealth Management (Missouri)'s State Street Technology Select Sector SPDR ETF position peaked at $700K in Q2 2024.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q3 2025, filed 28 Oct 2025.