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

Litman Gregory 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 Q4	$99.3K	Buy	+690	New	+$99.6K	0.01%	184
2019 Q3	–	Sell	-16	Closed	-$1K	–	240
2019 Q2	$1K	Buy	+16	New	+$610	﹤0.01%	238
2018 Q4	–	Sell	-240	Closed	-$9K	–	157
2018 Q3	$9K	Hold	240	–	–	﹤0.01%	90
2018 Q2	$8K	Hold	240	–	–	﹤0.01%	79
2018 Q1	$8K	Buy	+240	New	+$8.06K	﹤0.01%	142

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

Litman Gregory Wealth Management's XLK Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025: 690 shares worth $99.3K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in XLK as recently as Q2 2019.

Litman Gregory Wealth Management first reported a position in XLK in Q1 2018 and has held it in 5 quarters since. 2,482 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Litman Gregory Wealth Management held 690 shares of State Street Technology Select Sector SPDR ETF worth $99.3K as of Q4 2025.
State Street Technology Select Sector SPDR ETF was a new Litman Gregory Wealth Management position in Q4 2025.
State Street Technology Select Sector SPDR ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #184 holding.
Litman Gregory Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 5 quarters since.
2,482 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.