Retireful LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Retireful LLC’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	-19,414	Closed	-$2.46M	–	188
2025 Q2	$2.46M	Buy	+19,414	New	+$2.15M	1.69%	10
2025 Q1	–	Sell	-4,272	Closed	-$497K	–	177
2024 Q4	$497K	Hold	4,272	–	–	0.28%	97
2024 Q3	$482K	Sell	4,272 -36,974	-90%	-$4.06M	0.36%	59
2024 Q2	$4.67M	Sell	41,246 -400	-1%	-$42.1K	2.19%	9
2024 Q1	$4.34M	Sell	41,646 -23,352	-36%	-$2.36M	1.8%	8
2023 Q4	$6.26M	Buy	+64,998	New	+$5.79M	2.72%	7
2023 Q3	–	Sell	-34,012	Closed	-$2.51M	–	132
2023 Q2	$2.51M	Buy	34,012 +21,948	+182%	+$1.73M	0.95%	14
2023 Q1	$911K	Buy	+12,064	New	+$830K	0.29%	22

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 $424B AUM 22.94% 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

Retireful LLC's XLK Position: Q3 2025 in Review

Retireful LLC sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 19,414 shares — an estimated $2.46M sold.

Retireful LLC first reported a position in XLK in Q1 2023 and held it in 8 quarters. The position peaked at $6.26M in Q4 2023. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Retireful LLC reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Retireful LLC sold 19,414 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $2.46M.
Retireful LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 8 quarters.
Retireful LLC's State Street Technology Select Sector SPDR ETF position peaked at $6.26M in Q4 2023.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Retireful LLC's 13F filing for Q3 2025, filed 17 Oct 2025.