Goldstone Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Goldstone Financial Group’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
2026 Q1	$416K	Sell	3,129 -226	-7%	-$31.8K	0.05%	180
2025 Q4	$483K	Buy	3,355 +121	+4%	+$17.5K	0.05%	163
2025 Q3	$456K	Hold	3,234	–	–	0.05%	164
2025 Q2	$416K	Buy	3,234 +84	+3%	+$9.32K	0.05%	166
2025 Q1	$325K	Sell	3,150 -2	-0.1%	-$227	0.05%	166
2024 Q4	$366K	Buy	3,152 +2	+0.1%	+$233	0.06%	154
2024 Q3	$356K	Buy	3,150 +300	+11%	+$32.9K	0.06%	146
2024 Q2	$322K	Buy	2,850 +24	+0.8%	+$2.53K	0.06%	139
2024 Q1	$294K	Buy	2,826 +378	+15%	+$38.2K	0.07%	131
2023 Q4	$236K	Buy	+2,448	New	+$218K	0.06%	144

Other funds holding XLK

Bank of America

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

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

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

Envestnet Asset Management

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

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

JP Morgan Chase

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

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