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

Lowe Wealth Advisors’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 Q3	$10.1K	Sell	72 -20	-22%	-$2.65K	﹤0.01%	255
2025 Q2	$11.6K	Hold	92	–	–	﹤0.01%	241
2025 Q1	$9.5K	Hold	92	–	–	﹤0.01%	252
2024 Q4	$10.7K	Hold	92	–	–	﹤0.01%	229
2024 Q3	$10.4K	Sell	92 -140	-60%	-$15.4K	﹤0.01%	219
2024 Q2	$26.2K	Hold	232	–	–	0.01%	156
2024 Q1	$24.2K	Sell	232 -220	-49%	-$22.2K	0.01%	153
2023 Q4	$43.5K	Buy	452 +360	+391%	+$32K	0.02%	122
2023 Q3	$7.54K	Hold	92	–	–	﹤0.01%	214
2023 Q2	$8K	Hold	92	–	–	﹤0.01%	233
2023 Q1	$6.95K	Hold	92	–	–	﹤0.01%	238
2022 Q4	$5.72K	Hold	92	–	–	﹤0.01%	250
2022 Q3	$5K	Hold	92	–	–	﹤0.01%	251
2022 Q2	$6K	Hold	92	–	–	﹤0.01%	227
2022 Q1	$7K	Sell	92 -100	-52%	-$7.85K	﹤0.01%	229
2021 Q4	$17K	Hold	192	–	–	0.01%	161
2021 Q3	$14K	Buy	192 +100	+109%	+$7.71K	0.01%	165
2021 Q2	$7K	Hold	92	–	–	﹤0.01%	201
2021 Q1	$6K	Hold	92	–	–	﹤0.01%	201
2020 Q4	$6K	Hold	92	–	–	﹤0.01%	200
2020 Q3	$5K	Hold	92	–	–	﹤0.01%	198
2020 Q2	$5K	Hold	92	–	–	﹤0.01%	193
2020 Q1	$4K	Sell	92 -60	-39%	-$2.74K	﹤0.01%	203
2019 Q4	$7K	Hold	152	–	–	﹤0.01%	191
2019 Q3	$6K	Hold	152	–	–	﹤0.01%	189
2019 Q2	$6K	Sell	152 -140	-48%	-$5.34K	﹤0.01%	200
2019 Q1	$10K	Hold	292	–	–	0.01%	147
2018 Q4	$9K	Buy	292 +140	+92%	+$4.74K	0.01%	146
2018 Q3	$6K	Hold	152	–	–	﹤0.01%	178
2018 Q2	$5K	Hold	152	–	–	﹤0.01%	172
2018 Q1	$5K	Hold	152	–	–	﹤0.01%	182
2017 Q4	$5K	Hold	152	–	–	﹤0.01%	193
2017 Q3	$4K	Hold	152	–	–	﹤0.01%	197
2017 Q2	$4K	Hold	152	–	–	﹤0.01%	171
2017 Q1	$4K	Hold	152	–	–	﹤0.01%	168
2016 Q4	$4K	Hold	152	–	–	﹤0.01%	173
2016 Q3	$4K	Hold	152	–	–	﹤0.01%	173
2016 Q2	$3K	Hold	152	–	–	﹤0.01%	192
2016 Q1	$3K	Hold	152	–	–	﹤0.01%	181
2015 Q4	$3K	Hold	152	–	–	﹤0.01%	189
2015 Q3	$3K	Hold	152	–	–	﹤0.01%	186
2015 Q2	$3K	Hold	152	–	–	﹤0.01%	187
2015 Q1	$3K	Hold	152	–	–	﹤0.01%	186
2014 Q4	$3K	Buy	+152	New	+$3.08K	﹤0.01%	171

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

Lowe Wealth Advisors's XLK Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 22% in Q3 2025, selling an estimated $2.65K and leaving 72 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Lowe Wealth Advisors first reported a position in XLK in Q4 2014 and has held it in 44 quarters since. The position peaked at $43.5K in Q4 2023. 2,289 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Lowe Wealth Advisors held 72 shares of State Street Technology Select Sector SPDR ETF worth $10.1K as of Q3 2025.
Lowe Wealth Advisors sold 20 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $2.65K.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #255 holding.
Lowe Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 44 quarters since.
Lowe Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $43.5K in Q4 2023.
2,289 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.