Leicht Financial Planning & Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Leicht Financial Planning & 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	-72,984	Closed	-$7.53M	–	19
2025 Q1	$7.53M	Sell	72,984 -5,166	-7%	-$586K	3.94%	8
2024 Q4	$9.09M	Sell	78,150 -1,226	-2%	-$143K	4.65%	8
2024 Q3	$8.96M	Buy	79,376 +2,976	+4%	+$327K	4.51%	8
2024 Q2	$8.64M	Buy	76,400 +128	+0.2%	+$13.5K	4.6%	8
2024 Q1	$7.94M	Sell	76,272 -3,972	-5%	-$402K	4.35%	8
2023 Q4	$7.72M	Sell	80,244 -4,934	-6%	-$439K	4.43%	8
2023 Q3	$6.98M	Buy	85,178 +1,158	+1%	+$99.3K	4.31%	8
2023 Q2	$7.3M	Sell	84,020 -10,200	-11%	-$804K	4.41%	8
2023 Q1	$7.11M	Sell	94,220 -34,124	-27%	-$2.35M	4.38%	8
2022 Q4	$7.99M	Sell	128,344 -52,042	-29%	-$3.3M	5.36%	7
2022 Q3	$10.7M	Buy	180,386 +4,704	+3%	+$321K	7.66%	4
2022 Q2	$11.2M	Buy	175,682 +8,032	+5%	+$559K	7.56%	3
2022 Q1	$13.3M	Sell	167,650 -30,908	-16%	-$2.43M	7.93%	3
2021 Q4	$17.3M	Buy	198,558 +4,674	+2%	+$385K	9.85%	3
2021 Q3	$15M	Buy	193,884 +35,414	+22%	+$2.73M	9%	4
2021 Q2	$12M	Buy	158,470 +1,758	+1%	+$123K	7.31%	3
2021 Q1	$10.4M	Buy	156,712 +10,644	+7%	+$703K	6.74%	4
2020 Q4	$9.51M	Buy	146,068 +11,394	+8%	+$694K	6.44%	5
2020 Q3	$7.86M	Buy	134,674 +10,378	+8%	+$586K	5.83%	8
2020 Q2	$6.48M	Buy	124,296 +69,934	+129%	+$3.29M	5.15%	8
2020 Q1	$2.19M	Buy	54,362 +49,972	+1,138%	+$2.28M	2.11%	13
2019 Q4	$201K	Buy	+4,390	New	+$188K	0.18%	64

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's XLK Position: Q2 2025 in Review

Leicht Financial Planning & Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 72,984 shares — an estimated $7.53M sold.

Leicht Financial Planning & Wealth Management first reported a position in XLK in Q4 2019 and held it in 22 quarters. The position peaked at $17.3M in Q4 2021. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Leicht Financial Planning & Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 72,984 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $7.53M.
Leicht Financial Planning & Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and held it in 22 quarters.
Leicht Financial Planning & Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $17.3M in Q4 2021.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.