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

MinichMacGregor 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	–	Sell	-3,662	Closed	-$516K	–	157
2025 Q3	$516K	Buy	+3,662	New	+$485K	0.1%	80
2020 Q2	–	Sell	-30,896	Closed	-$1.34M	–	123
2020 Q1	$1.34M	Buy	+30,896	New	+$1.41M	1.21%	14
2019 Q1	–	Sell	-101,076	Closed	-$2.99M	–	122
2018 Q4	$2.99M	Buy	+101,076	New	+$3.42M	2.04%	11
2017 Q3	–	Sell	-800	Closed	-$21K	–	531
2017 Q2	$21K	Buy	+800	New	+$22K	0.02%	189

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MinichMacGregor Wealth Management's XLK Position: Q4 2025 in Review

MinichMacGregor Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 3,662 shares — an estimated $516K sold.

MinichMacGregor Wealth Management first reported a position in XLK in Q2 2017 and held it in 4 quarters. The position peaked at $2.99M in Q4 2018. 2,473 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

MinichMacGregor Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 3,662 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $516K.
MinichMacGregor Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and held it in 4 quarters.
MinichMacGregor Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.99M in Q4 2018.
2,473 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.