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Orion Portfolio Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Orion Portfolio 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
Q1 		$10.4M Sell
101,034
-9,560
-9% -$1.08M 0.1% 188
2024
Q4 		$12.9M Sell
110,594
-6,366
-5% -$741K 0.13% 144
2024
Q3 		$13.2M Buy
116,960
+3,536
+3% +$388K 0.13% 155
2024
Q2 		$12.8M Sell
113,424
-16,156
-12% -$1.7M 0.14% 149
2024
Q1 		$13.5M Buy
129,580
+10,980
+9% +$1.11M 0.14% 146
2023
Q4 		$11.2M Buy
118,600
+12,128
+11% +$1.08M 0.13% 161
2023
Q3 		$8.73M Buy
106,472
+3,970
+4% +$340K 0.11% 191
2023
Q2 		$8.91M Buy
102,502
+68,820
+204% +$5.42M 0.09% 211
2023
Q1 		$2.54M Buy
33,682
+22,468
+200% +$1.55M 0.03% 499
2022
Q4 		$698K Sell
11,214
-1,186
-10% -$75.3K 0.02% 398
2022
Q3 		$736K Buy
12,400
+5,858
+90% +$400K 0.03% 324
2022
Q2 		$416K Sell
6,542
-1,394
-18% -$97.1K 0.02% 450
2022
Q1 		$631K Sell
7,936
-1,392
-15% -$109K 0.02% 366
2021
Q4 		$811K Sell
9,328
-254
-3% -$20.9K 0.03% 317
2021
Q3 		$715K Buy
9,582
+1,286
+16% +$99.2K 0.03% 318
2021
Q2 		$613K Sell
8,296
-558
-6% -$39.1K 0.02% 318
2021
Q1 		$588K Sell
8,854
-331,070
-97% -$21.9M 0.03% 286
2020
Q4 		$22.1M Sell
339,924
-91,166
-21% -$5.55M 1.03% 14
2020
Q3 		$25.2M Sell
431,090
-33,492
-7% -$1.89M 1.31% 10
2020
Q2 		$24.3M Buy
464,582
+2,878
+0.6% +$135K 1.31% 9
2020
Q1 		$18.6M Sell
461,704
-71,026
-13% -$3.24M 1.28% 13
2019
Q4 		$24.4M Buy
+532,730
New +$22.8M 1.92% 10

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Orion Portfolio Solutions's XLK Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.6% in Q1 2025, selling an estimated $1.08M and leaving 101,034 shares worth $10.4M. The position accounts for 0.1% of the portfolio, ranked #188.

Orion Portfolio Solutions first reported a position in XLK in Q4 2019 and has held it in 22 quarters since. The position peaked at $25.2M in Q3 2020. 2,136 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Orion Portfolio Solutions held 101,034 shares of State Street Technology Select Sector SPDR ETF worth $10.4M as of Q1 2025.
  • Orion Portfolio Solutions sold 9,560 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $1.08M.
  • State Street Technology Select Sector SPDR ETF made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #188 holding.
  • Orion Portfolio Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's State Street Technology Select Sector SPDR ETF position peaked at $25.2M in Q3 2020.
  • 2,136 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.