Hemington Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Hemington Wealth 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
2025 Q3	$35K	Hold	250	–	–	﹤0.01%	461
2025 Q2	$31K	Buy	+250	New	+$27.7K	﹤0.01%	473
2022 Q1	–	Sell	-3,848	Closed	-$250K	–	111
2021 Q4	$250K	Buy	+3,848	New	+$317K	0.12%	74
2021 Q1	–	Sell	-3,848	Closed	-$250K	–	92
2020 Q4	$250K	Buy	+3,848	New	+$234K	0.12%	74

Other funds holding XLK

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

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

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

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

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

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

Hemington Wealth Management's XLK Position: Q3 2025 in Review

Hemington Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2025 at 250 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Hemington Wealth Management first reported a position in XLK in Q4 2020 and has held it in 4 quarters since. The position peaked at $250K in Q4 2021. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Hemington Wealth Management held 250 shares of State Street Technology Select Sector SPDR ETF worth $35K as of Q3 2025.
Hemington Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #461 holding.
Hemington Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 4 quarters since.
Hemington Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $250K in Q4 2021.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.