Monterey Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
CM
Monterey Private Wealth's XLK Position: Q1 2025 in Review
Monterey Private Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2025 at 2,106 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #123.
Monterey Private Wealth first reported a position in XLK in Q4 2023 and has held it in 6 quarters since. The position peaked at $245K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.
- Monterey Private Wealth held 2,106 shares of State Street Technology Select Sector SPDR ETF worth $217K as of Q1 2025.
- Monterey Private Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2025.
- State Street Technology Select Sector SPDR ETF made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #123 holding.
- Monterey Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
- Monterey Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $245K in Q4 2024.
- 2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.
Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.