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

HFR 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 Q2	–	Sell	-4,920	Closed	-$508K	–	55
2025 Q1	$508K	Hold	4,920	–	–	0.12%	39
2024 Q4	$572K	Hold	4,920	–	–	0.14%	39
2024 Q3	$555K	Hold	4,920	–	–	0.13%	39
2024 Q2	$556K	Hold	4,920	–	–	0.14%	40
2024 Q1	$512K	Hold	4,920	–	–	0.13%	42
2023 Q4	$473K	Sell	4,920 -890	-15%	-$79.2K	0.13%	43
2023 Q3	$476K	Hold	5,810	–	–	0.14%	40
2023 Q2	$505K	Hold	5,810	–	–	0.14%	40
2023 Q1	$439K	Hold	5,810	–	–	0.12%	44
2022 Q4	$361K	Sell	5,810 -160	-3%	-$10.2K	0.1%	47
2022 Q3	$355K	Buy	5,970 +160	+3%	+$10.9K	0.12%	41
2022 Q2	$369K	Hold	5,810	–	–	0.11%	44
2022 Q1	$462K	Hold	5,810	–	–	0.12%	43
2021 Q4	$505K	Hold	5,810	–	–	0.13%	42
2021 Q3	$434K	Hold	5,810	–	–	0.13%	42
2021 Q2	$429K	Buy	+5,810	New	+$407K	0.13%	44

Other funds holding XLK

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

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

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

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HFR Wealth Management's XLK Position: Q2 2025 in Review

HFR Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 4,920 shares — an estimated $508K sold.

HFR Wealth Management first reported a position in XLK in Q2 2021 and held it in 16 quarters. The position peaked at $572K in Q4 2024. 2,213 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

HFR Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
HFR Wealth Management sold 4,920 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $508K.
HFR Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and held it in 16 quarters.
HFR Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $572K in Q4 2024.
2,213 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on HFR Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.