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

Northwest Financial Advisors’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	-1,882	Closed	-$265K	–	102
2025 Q3	$265K	Buy	+1,882	New	+$249K	0.34%	79
2025 Q2	–	Sell	-2,254	Closed	-$233K	–	124
2025 Q1	$233K	Buy	2,254 +2	+0.1%	+$227	0.19%	105
2024 Q4	$262K	Buy	2,252 +344	+18%	+$40K	0.22%	91
2024 Q3	$215K	Buy	1,908 +2	+0.1%	+$220	0.17%	93
2024 Q2	$216K	Buy	+1,906	New	+$201K	0.22%	84
2024 Q1	–	Sell	-1,202	Closed	-$116K	–	543
2023 Q4	$116K	Buy	+1,202	New	+$107K	0.1%	127

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 Financial Advisors's XLK Position: Q4 2025 in Review

Northwest Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 1,882 shares — an estimated $265K sold.

Northwest Financial Advisors first reported a position in XLK in Q4 2023 and held it in 6 quarters. The position peaked at $265K in Q3 2025. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Northwest Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Northwest Financial Advisors sold 1,882 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $265K.
Northwest Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
Northwest Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $265K 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 Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.