Mark Sheptoff Financial Planning’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-200	Closed	-$23.3K	–	469
2024 Q4	$23.3K	Hold	200	–	–	0.01%	246
2024 Q3	$22.6K	Hold	200	–	–	0.01%	238
2024 Q2	$22.6K	Hold	200	–	–	0.01%	245
2024 Q1	$20.8K	Hold	200	–	–	0.01%	229
2023 Q4	$19.2K	Hold	200	–	–	0.01%	231
2023 Q3	$16.4K	Hold	200	–	–	0.01%	225
2023 Q2	$17.4K	Hold	200	–	–	0.01%	231
2023 Q1	$15.1K	Sell	200 -610	-75%	-$42K	0.01%	235
2022 Q4	$50.4K	Buy	+810	New	+$51.4K	0.03%	149
2018 Q4	–	Sell	-800	Closed	-$30K	–	366
2018 Q3	$30K	Hold	800	–	–	0.02%	203
2018 Q2	$28K	Hold	800	–	–	0.02%	202
2018 Q1	$26K	Buy	+800	New	+$26.9K	0.02%	214

Other funds holding XLK

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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

Mark Sheptoff Financial Planning's XLK Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 200 shares — an estimated $23.3K sold.

Mark Sheptoff Financial Planning first reported a position in XLK in Q1 2018 and held it in 12 quarters. The position peaked at $50.4K in Q4 2022. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Mark Sheptoff Financial Planning reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 200 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $23.3K.
Mark Sheptoff Financial Planning first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and held it in 12 quarters.
Mark Sheptoff Financial Planning's State Street Technology Select Sector SPDR ETF position peaked at $50.4K in Q4 2022.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.