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

Heritage Financial Services’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
Q4 		$235K Buy
+1,634
New +$236K 0.02% 112
2022
Q3 		– Sell
-2,170
Closed -$137K – 508
2022
Q2 		$137K Buy
+2,170
New +$151K 0.08% 93

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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Financial Services's XLK Position: Q4 2025 in Review

Heritage Financial Services opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025: 1,634 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #112 among its holdings. This is a return to the name: Heritage Financial Services previously reported a position in XLK as recently as Q2 2022.

Heritage Financial Services first reported a position in XLK in Q2 2022 and has held it in 2 quarters since. 2,473 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

  • Heritage Financial Services held 1,634 shares of State Street Technology Select Sector SPDR ETF worth $235K as of Q4 2025.
  • State Street Technology Select Sector SPDR ETF was a new Heritage Financial Services position in Q4 2025.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Heritage Financial Services's portfolio in Q4 2025, its #112 holding.
  • Heritage Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 2 quarters since.
  • 2,473 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.