O'Brien Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

O'Brien Wealth Partners’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	$824K	Hold	5,720	–	–	0.11%	39
2025 Q3	$806K	Hold	5,720	–	–	0.11%	39
2025 Q2	$724K	Hold	5,720	–	–	0.11%	32
2025 Q1	$591K	Hold	5,720	–	–	0.11%	29
2024 Q4	$665K	Buy	5,720 +2,154	+60%	+$251K	0.12%	27
2024 Q3	$403K	Hold	3,566	–	–	0.08%	31
2024 Q2	$403K	Hold	3,566	–	–	0.09%	31
2024 Q1	$371K	Hold	3,566	–	–	0.09%	30
2023 Q4	$343K	Hold	3,566	–	–	0.09%	30
2023 Q3	$292K	Hold	3,566	–	–	0.08%	29
2023 Q2	$310K	Hold	3,566	–	–	0.09%	30
2023 Q1	$269K	Hold	3,566	–	–	0.08%	34
2022 Q4	$222K	Hold	3,566	–	–	0.09%	42
2022 Q3	$212K	Hold	3,566	–	–	0.09%	47
2022 Q2	$227K	Hold	3,566	–	–	0.09%	46
2022 Q1	$241K	Hold	3,566	–	–	0.1%	35
2021 Q4	$286K	Hold	3,566	–	–	0.1%	31
2021 Q3	$268K	Hold	3,566	–	–	0.09%	29
2021 Q2	$270K	Hold	3,566	–	–	0.09%	34
2021 Q1	$250K	Hold	3,566	–	–	0.08%	36
2020 Q4	$233K	Hold	3,566	–	–	0.08%	33
2020 Q3	$211K	Sell	3,566 -2,434	-41%	-$138K	0.09%	34
2020 Q2	$324K	Sell	6,000 -274	-4%	-$12.9K	0.13%	23
2020 Q1	$246K	Buy	6,274 +274	+5%	+$12.5K	0.14%	28
2019 Q4	$278K	Hold	6,000	–	–	0.2%	31
2019 Q3	$242K	Hold	6,000	–	–	0.19%	32
2019 Q2	$240K	Hold	6,000	–	–	0.18%	35
2019 Q1	$222K	Buy	+6,000	New	+$205K	0.16%	38
2018 Q4	–	Sell	-6,000	Closed	-$226K	–	206
2018 Q3	$226K	Hold	6,000	–	–	0.15%	32
2018 Q2	$208K	Hold	6,000	–	–	0.16%	21
2018 Q1	$196K	Buy	+6,000	New	+$202K	0.13%	31

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

O'Brien Wealth Partners's XLK Position: Q4 2025 in Review

O'Brien Wealth Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2025 at 5,720 shares worth $824K. The position accounts for 0.11% of the portfolio, ranked #39.

O'Brien Wealth Partners first reported a position in XLK in Q1 2018 and has held it in 31 quarters since. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

O'Brien Wealth Partners held 5,720 shares of State Street Technology Select Sector SPDR ETF worth $824K as of Q4 2025.
O'Brien Wealth Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Technology Select Sector SPDR ETF made up 0.11% of O'Brien Wealth Partners's portfolio in Q4 2025, its #39 holding.
O'Brien Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 31 quarters since.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.