GWMI
XLK icon

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

Guardian Wealth Management (Illinois)’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
-892
Closed -$92.1K – 218
2025
Q1 		$92.1K Hold
892
– – 0.06% 83
2024
Q4 		$104K Sell
892
-306
-26% -$35.6K 0.07% 82
2024
Q3 		$135K Sell
1,198
-62
-5% -$6.81K 0.1% 73
2024
Q2 		$143K Buy
1,260
+2
+0.2% +$211 0.11% 72
2024
Q1 		$131K Hold
1,258
– – 0.1% 77
2023
Q4 		$121K Buy
1,258
+2
+0.2% +$178 0.1% 78
2023
Q3 		$103K Sell
1,256
-22
-2% -$1.89K 0.1% 85
2023
Q2 		$111K Buy
1,278
+2
+0.2% +$158 0.1% 81
2023
Q1 		$96.3K Sell
1,276
-120
-9% -$8.26K 0.09% 84
2022
Q4 		$86.9K Buy
1,396
+2
+0.1% +$127 0.09% 94
2022
Q3 		$83K Buy
1,394
+2
+0.1% +$136 0.09% 85
2022
Q2 		$89K Buy
1,392
+2
+0.1% +$139 0.1% 85
2022
Q1 		$110K Buy
1,390
+2
+0.1% +$157 0.11% 89
2021
Q4 		$121K Buy
+1,388
New +$114K 0.12% 80

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s XLK Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 892 shares — an estimated $92.1K sold.

Guardian Wealth Management (Illinois) first reported a position in XLK in Q4 2021 and held it in 14 quarters. The position peaked at $143K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 892 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $92.1K.
  • Guardian Wealth Management (Illinois) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s State Street Technology Select Sector SPDR ETF position peaked at $143K in Q2 2024.
  • 2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.