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MLG Wealth Management DBA Pine Grove Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$840K Buy
+5,836
New +$843K 0.1% 91

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's XLK Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025: 5,836 shares worth $840K. The stake represents 0.1% of the portfolio and ranks #91 among its holdings.

2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 5,836 shares of State Street Technology Select Sector SPDR ETF worth $840K as of Q4 2025.
  • State Street Technology Select Sector SPDR ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • State Street Technology Select Sector SPDR ETF made up 0.1% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #91 holding.
  • 2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.