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

Nikulski Financial’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	-2,690	Closed	-$379K	–	183
2025 Q3	$379K	Hold	2,690	–	–	0.1%	116
2025 Q2	$341K	Hold	2,690	–	–	0.09%	111
2025 Q1	$278K	Hold	2,690	–	–	0.08%	117
2024 Q4	$313K	Hold	2,690	–	–	0.09%	106
2024 Q3	$304K	Hold	2,690	–	–	0.09%	107
2024 Q2	$304K	Hold	2,690	–	–	0.1%	105
2024 Q1	$280K	Sell	2,690 -1,062	-28%	-$107K	0.09%	111
2023 Q4	$361K	Hold	3,752	–	–	0.13%	104
2023 Q3	$308K	Hold	3,752	–	–	0.13%	105
2023 Q2	$326K	Buy	3,752 +2	+0.1%	+$158	0.13%	102
2023 Q1	$283K	Buy	3,750 +2	+0.1%	+$138	0.13%	106
2022 Q4	$233K	Sell	3,748 -846	-18%	-$53.7K	0.11%	113
2022 Q3	$273K	Buy	4,594 +2	+0%	+$136	0.14%	102
2022 Q2	$292K	Buy	4,592 +2	+0%	+$139	0.14%	103
2022 Q1	$365K	Buy	4,590 +2	+0%	+$157	0.15%	96
2021 Q4	$399K	Buy	4,588 +2	+0%	+$165	0.17%	92
2021 Q3	$342K	Buy	4,586 +2	+0%	+$154	0.16%	99
2021 Q2	$348K	Buy	4,584 +12	+0.3%	+$841	0.16%	100
2021 Q1	$304K	Buy	4,572 +2	+0%	+$132	0.16%	99
2020 Q4	$297K	Sell	4,570 -648	-12%	-$39.5K	0.16%	97
2020 Q3	$304K	Sell	5,218 -316	-6%	-$17.9K	0.19%	88
2020 Q2	$289K	Buy	5,534 +368	+7%	+$17.3K	0.2%	86
2020 Q1	$208K	Sell	5,166 -558	-10%	-$25.5K	0.18%	95
2019 Q4	$278K	Sell	5,724 -196	-3%	-$8.39K	0.2%	77
2019 Q3	$241K	Buy	5,920 +250	+4%	+$10K	0.2%	79
2019 Q2	$228K	Buy	+5,670	New	+$216K	0.19%	78
2018 Q4	–	Sell	-5,956	Closed	-$206K	–	82
2018 Q3	$206K	Sell	5,956 -190	-3%	-$6.97K	0.19%	78
2018 Q2	$213K	Buy	+6,146	New	+$211K	0.2%	73

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

Nikulski Financial's XLK Position: Q4 2025 in Review

Nikulski Financial sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 2,690 shares — an estimated $379K sold.

Nikulski Financial first reported a position in XLK in Q2 2018 and held it in 28 quarters. The position peaked at $399K in Q4 2021. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Nikulski Financial reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Nikulski Financial sold 2,690 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $379K.
Nikulski Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and held it in 28 quarters.
Nikulski Financial's State Street Technology Select Sector SPDR ETF position peaked at $399K in Q4 2021.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Nikulski Financial's 13F filing for Q4 2025, filed 15 Jan 2026.