Palisade Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Palisade Asset 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	–	Sell	-412	Closed	-$58.1K	–	686
2025 Q3	$58.1K	Buy	+412	New	+$54.6K	0.01%	267
2024 Q2	–	Sell	-922	Closed	-$96K	–	401
2024 Q1	$96K	Buy	+922	New	+$93.2K	0.01%	236
2023 Q1	–	Sell	-3,862	Closed	-$240K	–	184
2022 Q4	$240K	Buy	+3,862	New	+$245K	0.03%	177
2021 Q1	–	Sell	-8,722	Closed	-$567K	–	177
2020 Q4	$567K	Buy	+8,722	New	+$531K	0.08%	132
2020 Q1	–	Sell	-10,078	Closed	-$462K	–	179
2019 Q4	$462K	Buy	+10,078	New	+$431K	0.07%	137
2019 Q2	–	Sell	-17,506	Closed	-$648K	–	173
2019 Q1	$648K	Sell	17,506 -460	-3%	-$15.7K	0.1%	119
2018 Q4	$557K	Buy	+17,966	New	+$608K	0.08%	112

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

Palisade Asset Management's XLK Position: Q4 2025 in Review

Palisade Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 412 shares — an estimated $58.1K sold.

Palisade Asset Management first reported a position in XLK in Q4 2018 and held it in 7 quarters. The position peaked at $648K in Q1 2019. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Palisade Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Palisade Asset Management sold 412 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $58.1K.
Palisade Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and held it in 7 quarters.
Palisade Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $648K in Q1 2019.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.