MIM
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Miller Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Miller Investment 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 		– Sell
-1,586
Closed -$224K – 97
2025
Q3 		$224K Hold
1,586
– – 0.02% 97
2025
Q2 		$201K Sell
1,586
-354
-18% -$39.3K 0.02% 96
2025
Q1 		$200K Sell
1,940
-456
-19% -$51.7K 0.02% 97
2024
Q4 		$279K Sell
2,396
-58
-2% -$6.75K 0.03% 92
2024
Q3 		$277K Buy
2,454
+42
+2% +$4.61K 0.03% 93
2024
Q2 		$273K Sell
2,412
-22
-0.9% -$2.32K 0.03% 95
2024
Q1 		$253K Sell
2,434
-114
-4% -$11.5K 0.03% 96
2023
Q4 		$245K Hold
2,548
– – 0.03% 93
2023
Q3 		$209K Sell
2,548
-154
-6% -$13.2K 0.03% 95
2023
Q2 		$235K Buy
+2,702
New +$213K 0.04% 93

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return