PBMares Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

PBMares Wealth 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 Q3	$911K	Buy	6,464 +1,258	+24%	+$167K	0.15%	82
2025 Q2	$659K	Hold	5,206	–	–	0.12%	94
2025 Q1	$537K	Sell	5,206 -6	-0.1%	-$680	0.11%	104
2024 Q4	$606K	Hold	5,212	–	–	0.12%	99
2024 Q3	$588K	Sell	5,212 -98	-2%	-$10.8K	0.12%	95
2024 Q2	$601K	Hold	5,310	–	–	0.15%	92
2024 Q1	$553K	Sell	5,310 -42	-0.8%	-$4.25K	0.14%	98
2023 Q4	$515K	Sell	5,352 -142	-3%	-$12.6K	0.15%	95
2023 Q3	$450K	Hold	5,494	–	–	0.16%	103
2023 Q2	$478K	Buy	5,494 +182	+3%	+$14.3K	0.17%	103
2023 Q1	$401K	Buy	5,312 +16	+0.3%	+$1.1K	0.15%	116
2022 Q4	$330K	Hold	5,296	–	–	0.13%	118
2022 Q3	$315K	Hold	5,296	–	–	0.14%	121
2022 Q2	$337K	Sell	5,296 -16	-0.3%	-$1.11K	0.14%	117
2022 Q1	$422K	Buy	5,312 +16	+0.3%	+$1.26K	0.26%	95
2021 Q4	$460K	Hold	5,296	–	–	0.19%	100
2021 Q3	$395K	Hold	5,296	–	–	0.19%	100
2021 Q2	$391K	Hold	5,296	–	–	0.21%	100
2021 Q1	$352K	Buy	+5,296	New	+$350K	0.29%	97

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

PBMares Wealth Management's XLK Position: Q3 2025 in Review

PBMares Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 24% in Q3 2025, buying an estimated $167K and bringing the position to 6,464 shares worth $911K. The position accounts for 0.15% of the portfolio, ranked #82.

PBMares Wealth Management first reported a position in XLK in Q1 2021 and has held it in 19 quarters since. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

PBMares Wealth Management held 6,464 shares of State Street Technology Select Sector SPDR ETF worth $911K as of Q3 2025.
PBMares Wealth Management bought 1,258 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $167K.
State Street Technology Select Sector SPDR ETF made up 0.15% of PBMares Wealth Management's portfolio in Q3 2025, its #82 holding.
PBMares Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.