FWG Holdings’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

FWG Holdings’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	–	Sell	-17,404	Closed	-$1.82M	–	114
2025 Q1	$1.82M	Buy	+17,404	New	+$1.97M	0.9%	18
2022 Q3	–	Sell	-3,164	Closed	-$201K	–	100
2022 Q2	$201K	Sell	3,164 -3,222	-50%	-$224K	0.17%	83
2022 Q1	$507K	Sell	6,386 -678	-10%	-$53.2K	0.39%	43
2021 Q4	$579K	Buy	7,064 +4,000	+131%	+$329K	0.43%	35
2021 Q3	$229K	Buy	3,064 +4	+0.1%	+$309	0.2%	81
2021 Q2	$226K	Buy	+3,060	New	+$214K	0.2%	80

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

FWG Holdings's XLK Position: Q2 2025 in Review

FWG Holdings sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 17,404 shares — an estimated $1.82M sold.

FWG Holdings first reported a position in XLK in Q2 2021 and held it in 6 quarters. The position peaked at $1.82M in Q1 2025. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

FWG Holdings reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
FWG Holdings sold 17,404 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $1.82M.
FWG Holdings first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and held it in 6 quarters.
FWG Holdings's State Street Technology Select Sector SPDR ETF position peaked at $1.82M in Q1 2025.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on FWG Holdings's 13F filing for Q2 2025, filed 5 Aug 2025.