Oldfather Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Oldfather Financial Services’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	$1.08M	Sell	7,532 -440	-6%	-$63.5K	0.32%	38
2025 Q3	$1.12M	Buy	7,972 +960	+14%	+$127K	0.35%	35
2025 Q2	$888K	Buy	7,012 +1,894	+37%	+$210K	0.31%	37
2025 Q1	$528K	Buy	5,118 +144	+3%	+$16.3K	0.2%	46
2024 Q4	$578K	Hold	4,974	–	–	0.22%	41
2024 Q3	$561K	Hold	4,974	–	–	0.22%	40
2024 Q2	$563K	Hold	4,974	–	–	0.23%	40
2024 Q1	$518K	Hold	4,974	–	–	0.21%	41
2023 Q4	$479K	Hold	4,974	–	–	0.21%	41
2023 Q3	$408K	Sell	4,974 -1,400	-22%	-$120K	0.21%	44
2023 Q2	$554K	Hold	6,374	–	–	0.27%	38
2023 Q1	$481K	Buy	6,374 +1,400	+28%	+$96.3K	0.25%	42
2022 Q4	$309K	Sell	4,974 -1,822	-27%	-$116K	0.18%	48
2022 Q3	$404K	Buy	6,796 +1,822	+37%	+$124K	0.25%	43
2022 Q2	$348K	Hold	4,974	–	–	0.2%	46
2022 Q1	$367K	Hold	4,974	–	–	0.2%	47
2021 Q4	$395K	Hold	4,974	–	–	0.21%	48
2021 Q3	$416K	Hold	4,974	–	–	0.21%	47
2021 Q2	$381K	Sell	4,974 -10	-0.2%	-$700	0.21%	46
2021 Q1	$350K	Hold	4,984	–	–	0.2%	50
2020 Q4	$337K	Hold	4,984	–	–	0.2%	52
2020 Q3	$304K	Hold	4,984	–	–	0.22%	50
2020 Q2	$268K	Hold	4,984	–	–	0.21%	51
2020 Q1	$233K	Hold	4,984	–	–	0.22%	51
2019 Q4	$242K	Buy	+4,984	New	+$213K	0.22%	48

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

Oldfather Financial Services's XLK Position: Q4 2025 in Review

Oldfather Financial Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.5% in Q4 2025, selling an estimated $63.5K and leaving 7,532 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #38.

Oldfather Financial Services first reported a position in XLK in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.12M in Q3 2025. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Oldfather Financial Services held 7,532 shares of State Street Technology Select Sector SPDR ETF worth $1.08M as of Q4 2025.
Oldfather Financial Services sold 440 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $63.5K.
State Street Technology Select Sector SPDR ETF made up 0.32% of Oldfather Financial Services's portfolio in Q4 2025, its #38 holding.
Oldfather Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
Oldfather Financial Services's State Street Technology Select Sector SPDR ETF position peaked at $1.12M in Q3 2025.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.