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Morling Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Morling Financial Advisors’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
Q3 		– Sell
-1,822
Closed -$231K – 114
2025
Q2 		$231K Buy
+1,822
New +$202K 0.08% 62
2025
Q1 		– Sell
-922
Closed -$107K – 138
2024
Q4 		$107K Buy
+922
New +$107K 0.04% 81

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morling Financial Advisors's XLK Position: Q3 2025 in Review

Morling Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 1,822 shares — an estimated $231K sold.

Morling Financial Advisors first reported a position in XLK in Q4 2024 and held it in 2 quarters. The position peaked at $231K in Q2 2025. 2,290 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Morling Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 1,822 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $231K.
  • Morling Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Morling Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $231K in Q2 2025.
  • 2,290 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Morling Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.