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

NRI Wealth 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	$201K	Buy	+1,394	New	+$201K	0.1%	29

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NRI Wealth Management's XLK Position: Q4 2025 in Review

NRI Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025: 1,394 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #29 among its holdings.

2,472 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

NRI Wealth Management held 1,394 shares of State Street Technology Select Sector SPDR ETF worth $201K as of Q4 2025.
State Street Technology Select Sector SPDR ETF was a new NRI Wealth Management position in Q4 2025.
State Street Technology Select Sector SPDR ETF made up 0.1% of NRI Wealth Management's portfolio in Q4 2025, its #29 holding.
2,472 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.