New Century Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

New Century Financial 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	–	Sell	-5,534	Closed	-$780K	–	62
2025 Q3	$780K	Buy	5,534 +12	+0.2%	+$1.59K	1.39%	31
2025 Q2	$699K	Sell	5,522 -468	-8%	-$51.9K	0.82%	45
2025 Q1	$618K	Sell	5,990 -552	-8%	-$62.6K	0.72%	47
2024 Q4	$771K	Buy	6,542 +24	+0.4%	+$2.79K	0.33%	86
2024 Q3	$736K	Buy	6,518 +36	+0.6%	+$3.95K	0.27%	115
2024 Q2	$733K	Sell	6,482 -198	-3%	-$20.8K	0.31%	96
2024 Q1	$696K	Buy	6,680 +58	+0.9%	+$5.87K	0.48%	69
2023 Q4	$637K	Buy	+6,622	New	+$590K	0.55%	65

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

New Century Financial Group's XLK Position: Q4 2025 in Review

New Century Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 5,534 shares — an estimated $780K sold.

New Century Financial Group first reported a position in XLK in Q4 2023 and held it in 8 quarters. The position peaked at $780K in Q3 2025. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

New Century Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
New Century Financial Group sold 5,534 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $780K.
New Century Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
New Century Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $780K in Q3 2025.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.