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

KWB Wealth’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	–	Sell	-1,594	Closed	-$202K	–	190
2025 Q3	$202K	Sell	1,594 -1,810	-53%	-$240K	0.02%	145
2025 Q2	$351K	Sell	3,404 -1,750	-34%	-$194K	0.04%	111
2025 Q1	$599K	Sell	5,154 -1,026	-17%	-$116K	0.07%	88
2024 Q4	$698K	Sell	6,180 -2,522	-29%	-$293K	0.09%	76
2024 Q3	$984K	Sell	8,702 -186	-2%	-$20.4K	0.13%	62
2024 Q2	$926K	Hold	8,888	–	–	0.13%	63
2024 Q1	$926K	Sell	8,888 -36,138	-80%	-$3.65M	0.12%	63
2023 Q4	$4.33M	Buy	45,026 +1,394	+3%	+$124K	0.63%	27
2023 Q3	$3.79M	Sell	43,632 -1,760	-4%	-$151K	0.61%	27
2023 Q2	$3.95M	Buy	45,392 +17,148	+61%	+$1.35M	0.62%	27
2023 Q1	$1.76M	Buy	28,244 +620	+2%	+$42.7K	0.32%	37
2022 Q4	$1.72M	Buy	27,624 +18,528	+204%	+$1.18M	0.33%	35
2022 Q3	$540K	Buy	9,096 +1,572	+21%	+$107K	0.11%	61
2022 Q2	$478K	Buy	+7,524	New	+$524K	0.09%	61

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KWB Wealth's XLK Position: Q4 2025 in Review

KWB Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 1,594 shares — an estimated $202K sold.

KWB Wealth first reported a position in XLK in Q2 2022 and held it in 14 quarters. The position peaked at $4.33M in Q4 2023. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

KWB Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
KWB Wealth sold 1,594 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $202K.
KWB Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and held it in 14 quarters.
KWB Wealth's State Street Technology Select Sector SPDR ETF position peaked at $4.33M in Q4 2023.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.