HFM
XLK icon

Harvest Fund Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Harvest Fund Management’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 		– Sell
-948
Closed -$220K – 666
2025
Q4 		$220K Sell
948
-948
-50% -$137K 0.01% 337
2025
Q3 		$220K Hold
1,896
– – 0.01% 325
2025
Q2 		$220K Hold
1,896
– – 0.01% 316
2025
Q1 		$220K Hold
1,896
– – 0.01% 356
2024
Q4 		$220K Hold
1,896
– – 0.01% 449
2024
Q3 		$214K Sell
1,896
-2,986
-61% -$328K 0.01% 337
2024
Q2 		$552K Sell
4,882
-3,986
-45% -$420K 0.04% 225
2024
Q1 		$923K Sell
8,868
-6,360
-42% -$643K 0.08% 155
2023
Q4 		$1.47M Sell
15,228
-32,086
-68% -$2.86M 0.23% 62
2023
Q3 		$3.88M Buy
47,314
+4,390
+10% +$376K 0.68% 30
2023
Q2 		$3.73M Buy
42,924
+26,964
+169% +$2.13M 0.75% 24
2023
Q1 		$1.21M Buy
+15,960
New +$1.1M 0.27% 52

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return