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

Gries Financial’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	$439K	Sell	3,116 -8	-0.3%	-$1.06K	0.07%	192
2025 Q2	$396K	Sell	3,124 -32	-1%	-$3.55K	0.07%	190
2025 Q1	$326K	Buy	3,156 +32	+1%	+$3.63K	0.06%	200
2024 Q4	$363K	Sell	3,124 -542	-15%	-$63.1K	0.06%	188
2024 Q3	$414K	Buy	3,666 +50	+1%	+$5.49K	0.08%	175
2024 Q2	$409K	Sell	3,616 -50	-1%	-$5.26K	0.08%	157
2024 Q1	$382K	Buy	3,666 +50	+1%	+$5.06K	0.06%	198
2023 Q4	$348K	Hold	3,616	–	–	0.08%	159
2023 Q3	$296K	Buy	+3,616	New	+$310K	0.08%	154

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gries Financial's XLK Position: Q3 2025 in Review

Gries Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.26% in Q3 2025, selling an estimated $1.06K and leaving 3,116 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #192.

Gries Financial first reported a position in XLK in Q3 2023 and has held it in 9 quarters since. 2,289 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Gries Financial held 3,116 shares of State Street Technology Select Sector SPDR ETF worth $439K as of Q3 2025.
Gries Financial sold 8 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $1.06K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Gries Financial's portfolio in Q3 2025, its #192 holding.
Gries Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 9 quarters since.
2,289 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.