Obsidian Personal Planning Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	$787K	Sell	5,236 -26	-0.5%	-$3.44K	0.27%	39
2025 Q2	$666K	Buy	5,262 +332	+7%	+$36.8K	0.27%	40
2025 Q1	$518K	Sell	4,930 -10	-0.2%	-$1.13K	0.23%	42
2024 Q4	$570K	Hold	4,940	–	–	0.28%	38
2024 Q3	$549K	Hold	4,940	–	–	0.29%	36
2024 Q2	$559K	Buy	4,940 +50	+1%	+$5.26K	0.34%	33
2024 Q1	$480K	Buy	4,890 +682	+16%	+$69K	0.32%	39
2023 Q4	$405K	Hold	4,208	–	–	0.31%	41
2023 Q3	$345K	Sell	4,208 -1,056	-20%	-$90.6K	0.29%	44
2023 Q2	$458K	Buy	5,264 +1,370	+35%	+$108K	0.56%	33
2023 Q1	$294K	Buy	+3,894	New	+$268K	0.43%	38
2022 Q3	–	Sell	-12,208	Closed	-$776K	–	44
2022 Q2	$776K	Buy	+12,208	New	+$850K	1.32%	19

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

Obsidian Personal Planning Solutions's XLK Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.49% in Q3 2025, selling an estimated $3.44K and leaving 5,236 shares worth $787K. The position accounts for 0.27% of the portfolio, ranked #39.

Obsidian Personal Planning Solutions first reported a position in XLK in Q2 2022 and has held it in 12 quarters since. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Obsidian Personal Planning Solutions held 5,236 shares of State Street Technology Select Sector SPDR ETF worth $787K as of Q3 2025.
Obsidian Personal Planning Solutions sold 26 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $3.44K.
State Street Technology Select Sector SPDR ETF made up 0.27% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #39 holding.
Obsidian Personal Planning Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 12 quarters since.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.