Prelude Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Prelude Capital 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
2023 Q3	–	Sell	-16,800	Closed	-$1.46M	–	1377
2023 Q2	$1.46M	Buy	+16,800	New	+$1.32M	0.1%	248
2022 Q2	–	Sell	-2,600	Closed	-$207K	–	2095
2022 Q1	$207K	Sell	2,600 -21,600	-89%	-$1.7M	0.01%	1254
2021 Q4	$2.1M	Sell	24,200 -1,400	-5%	-$115K	0.05%	299
2021 Q3	$1.91M	Buy	25,600 +1,200	+5%	+$92.6K	0.05%	329
2021 Q2	$1.8M	Sell	24,400 -20,000	-45%	-$1.4M	0.05%	341
2021 Q1	$2.95M	Buy	44,400 +29,400	+196%	+$1.94M	0.08%	213
2020 Q4	$975K	Buy	15,000 +13,200	+733%	+$804K	0.02%	486
2020 Q3	$105K	Sell	1,800 -28,400	-94%	-$1.6M	0.01%	891
2020 Q2	$1.55M	Buy	+30,200	New	+$1.42M	0.09%	209
2018 Q4	–	Sell	-10,000	Closed	-$377K	–	2211
2018 Q3	$377K	Buy	+10,000	New	+$367K	0.02%	605

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

Prelude Capital Management's XLK Position: Q3 2025 in Review

Prelude Capital Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 1,620 shares — an estimated $205K sold.

Prelude Capital Management first reported a position in XLK in Q2 2016 and held it in 7 quarters. The position peaked at $404K in Q4 2016. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Prelude Capital Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Prelude Capital Management sold 1,620 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $205K.
Prelude Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2016 and held it in 7 quarters.
Prelude Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $404K in Q4 2016.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Prelude Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.