Nalls Sherbakoff Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Nalls Sherbakoff Group’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	$148K	Hold	1,026	–	–	0.11%	120
2025 Q3	$145K	Hold	1,026	–	–	0.1%	119
2025 Q2	$130K	Hold	1,026	–	–	0.09%	119
2025 Q1	$106K	Buy	+1,026	New	+$116K	0.09%	122
2023 Q4	$98.7K	Hold	1,026	–	–	0.09%	117
2023 Q3	$84.1K	Hold	1,026	–	–	0.08%	122
2023 Q2	$84.3K	Hold	1,026	–	–	0.08%	120
2023 Q1	$76.4K	Buy	+1,026	New	+$70.6K	0.08%	135
2018 Q4	$32K	Buy	+1,026	New	+$34.7K	0.05%	181

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

Nalls Sherbakoff Group's XLK Position: Q4 2025 in Review

Nalls Sherbakoff Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2025 at 1,026 shares worth $148K. The position accounts for 0.11% of the portfolio, ranked #120.

Nalls Sherbakoff Group first reported a position in XLK in Q4 2018 and has held it in 9 quarters since. 2,473 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Nalls Sherbakoff Group held 1,026 shares of State Street Technology Select Sector SPDR ETF worth $148K as of Q4 2025.
Nalls Sherbakoff Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Technology Select Sector SPDR ETF made up 0.11% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #120 holding.
Nalls Sherbakoff Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 9 quarters since.
2,473 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.