Pineridge Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pineridge Advisors’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	–	Sell	-98	Closed	-$12.5K	–	586
2025 Q2	$12.5K	Sell	98 -100	-51%	-$11.1K	﹤0.01%	200
2025 Q1	$20.5K	Sell	198 -566	-74%	-$64.2K	0.01%	173
2024 Q4	$88.9K	Sell	764 -46,980	-98%	-$5.47M	0.03%	100
2024 Q3	$5.39M	Buy	47,744 +12,736	+36%	+$1.4M	2.04%	9
2024 Q2	$3.96M	Buy	35,008 +34,458	+6,265%	+$3.63M	1.35%	12
2024 Q1	$57.3K	Hold	550	–	–	0.02%	124
2023 Q4	$52.9K	Buy	+550	New	+$49K	0.02%	163

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

Pineridge Advisors's XLK Position: Q3 2025 in Review

Pineridge Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 98 shares — an estimated $12.5K sold.

Pineridge Advisors first reported a position in XLK in Q4 2023 and held it in 7 quarters. The position peaked at $5.39M in Q3 2024. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Pineridge Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Pineridge Advisors sold 98 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $12.5K.
Pineridge Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
Pineridge Advisors's State Street Technology Select Sector SPDR ETF position peaked at $5.39M in Q3 2024.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.