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

Penney Financial’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
-1,440
Closed -$203K – 50
2025
Q3 		$203K Buy
+1,440
New +$191K 0.09% 49

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Penney Financial's XLK Position: Q4 2025 in Review

Penney Financial sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 1,440 shares — an estimated $203K sold.

Penney Financial first reported a position in XLK in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 2,473 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

  • Penney Financial reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Penney Financial sold 1,440 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $203K.
  • Penney Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and held it in 1 quarter.
  • Penney Financial's State Street Technology Select Sector SPDR ETF position peaked at $203K in Q3 2025.
  • 2,473 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Penney Financial's 13F filing for Q4 2025, filed 21 Jan 2026.