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

Ramirez 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
2026 Q1	$239K	Sell	1,800 -200	-10%	-$28.2K	0.03%	196
2025 Q4	$288K	Hold	2,000	–	–	0.04%	191
2025 Q3	$282K	Hold	2,000	–	–	0.04%	189
2025 Q2	$253K	Sell	2,000 -200	-9%	-$22.2K	0.04%	192
2025 Q1	$227K	Sell	2,200 -600	-21%	-$68K	0.05%	193
2024 Q4	$326K	Hold	2,800	–	–	0.07%	175
2024 Q3	$316K	Buy	2,800 +1,000	+56%	+$110K	0.06%	180
2024 Q2	$204K	Hold	1,800	–	–	0.04%	202
2024 Q1	$187K	Hold	1,800	–	–	0.04%	214
2023 Q4	$173K	Hold	1,800	–	–	0.04%	229
2023 Q3	$148K	Buy	+1,800	New	+$154K	0.03%	232

Other funds holding XLK

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return