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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Buy
+1,612
New +$213K 0.11% 133
2024
Q1
Sell
-2,156
Closed -$207K 122
2023
Q4
$207K Buy
+2,156
New +$192K 0.11% 107

Other funds holding XLK

Napa Wealth Management's XLK Position: Q3 2025 in Review

Napa Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025: 1,612 shares worth $227K. The stake represents 0.11% of the portfolio and ranks #133 among its holdings. This is a return to the name: Napa Wealth Management previously reported a position in XLK as recently as Q4 2023.

Napa Wealth Management first reported a position in XLK in Q4 2023 and has held it in 2 quarters since. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Napa Wealth Management held 1,612 shares of State Street Technology Select Sector SPDR ETF worth $227K as of Q3 2025.
  • State Street Technology Select Sector SPDR ETF was a new Napa Wealth Management position in Q3 2025.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Napa Wealth Management's portfolio in Q3 2025, its #133 holding.
  • Napa Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 2 quarters since.
  • 2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.