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

Leslie Global 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
Q2 		– Sell
-24,174
Closed -$2.5M – 80
2025
Q1 		$2.5M Buy
24,174
+1,774
+8% +$201K 1.22% 18
2024
Q4 		$2.6M Buy
22,400
+296
+1% +$34.4K 1.21% 18
2024
Q3 		$2.5M Buy
22,104
+2,230
+11% +$245K 1.21% 20
2024
Q2 		$2.25M Buy
+19,874
New +$2.09M 1.31% 19

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Leslie Global Wealth's XLK Position: Q2 2025 in Review

Leslie Global Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 24,174 shares — an estimated $2.5M sold.

Leslie Global Wealth first reported a position in XLK in Q2 2024 and held it in 4 quarters. The position peaked at $2.6M in Q4 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • Leslie Global Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Leslie Global Wealth sold 24,174 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $2.5M.
  • Leslie Global Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and held it in 4 quarters.
  • Leslie Global Wealth's State Street Technology Select Sector SPDR ETF position peaked at $2.6M in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Leslie Global Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.