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

GR 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	$7.42M	Sell	55,868 -16,610	-23%	-$2.34M	2.46%	4
2025 Q4	$10.4M	Buy	+72,478	New	+$10.5M	2.34%	3
2025 Q3	–	Sell	-66,874	Closed	-$8.47M	–	30
2025 Q2	$8.47M	Buy	+66,874	New	+$7.42M	2.07%	3
2025 Q1	–	Sell	-7,818	Closed	-$909K	–	27
2024 Q4	$909K	Buy	+7,818	New	+$910K	0.15%	6
2024 Q3	–	Sell	-630,386	Closed	-$71.3M	–	19
2024 Q2	$71.3M	Buy	630,386 +7,980	+1%	+$840K	15.72%	3
2024 Q1	$64.8M	Buy	+622,406	New	+$62.9M	15.01%	3

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 $501B 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 $376B 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 $564B 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 $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return