Northwest Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Northwest Capital Management’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	-1,368	Closed	-$193K	–	246
2025 Q3	$193K	Hold	1,368	–	–	0.2%	80
2025 Q2	$173K	Hold	1,368	–	–	0.09%	113
2025 Q1	$141K	Hold	1,368	–	–	0.06%	132
2024 Q4	$159K	Hold	1,368	–	–	0.07%	122
2024 Q3	$154K	Sell	1,368 -366	-21%	-$40.2K	0.06%	123
2024 Q2	$196K	Hold	1,734	–	–	0.07%	105
2024 Q1	$181K	Hold	1,734	–	–	0.06%	136
2023 Q4	$167K	Hold	1,734	–	–	0.06%	136
2023 Q3	$142K	Hold	1,734	–	–	0.05%	135
2023 Q2	$151K	Buy	+1,734	New	+$137K	0.06%	131

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

Northwest Capital Management's XLK Position: Q4 2025 in Review

Northwest Capital Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 1,368 shares — an estimated $193K sold.

Northwest Capital Management first reported a position in XLK in Q2 2023 and held it in 10 quarters. The position peaked at $196K in Q2 2024. 2,483 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Northwest Capital Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Northwest Capital Management sold 1,368 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $193K.
Northwest Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and held it in 10 quarters.
Northwest Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $196K in Q2 2024.
2,483 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.