McCarthy & Cox’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

McCarthy & Cox’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	–	Sell	-2,724	Closed	-$384K	–	71
2025 Q3	$384K	Hold	2,724	–	–	0.09%	48
2025 Q2	$345K	Hold	2,724	–	–	0.09%	49
2025 Q1	$281K	Hold	2,724	–	–	0.12%	50
2024 Q4	$317K	Hold	2,724	–	–	0.11%	45
2024 Q3	$308K	Hold	2,724	–	–	0.12%	45
2024 Q2	$308K	Hold	2,724	–	–	0.12%	43
2024 Q1	$284K	Buy	+2,724	New	+$275K	0.11%	41

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

McCarthy & Cox's XLK Position: Q4 2025 in Review

McCarthy & Cox sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 2,724 shares — an estimated $384K sold.

McCarthy & Cox first reported a position in XLK in Q1 2024 and held it in 7 quarters. The position peaked at $384K in Q3 2025. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

McCarthy & Cox reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
McCarthy & Cox sold 2,724 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $384K.
McCarthy & Cox first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
McCarthy & Cox's State Street Technology Select Sector SPDR ETF position peaked at $384K in Q3 2025.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.