Ruedi Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ruedi Wealth 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
2025 Q2	–	Sell	-980	Closed	-$101K	–	331
2025 Q1	$101K	Hold	980	–	–	0.03%	67
2024 Q4	$114K	Hold	980	–	–	0.04%	63
2024 Q3	$111K	Hold	980	–	–	0.04%	64
2024 Q2	$111K	Hold	980	–	–	0.04%	62
2024 Q1	$102K	Hold	980	–	–	0.04%	63
2023 Q4	$94.3K	Hold	980	–	–	0.04%	60
2023 Q3	$80.3K	Hold	980	–	–	0.05%	60
2023 Q2	$85.2K	Sell	980 -306	-24%	-$24.1K	0.05%	57
2023 Q1	$97K	Hold	1,286	–	–	0.06%	56
2022 Q4	$80K	Buy	+1,286	New	+$81.7K	0.06%	57

Other funds holding XLK

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ruedi Wealth Management's XLK Position: Q2 2025 in Review

Ruedi Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 980 shares — an estimated $101K sold.

Ruedi Wealth Management first reported a position in XLK in Q4 2022 and held it in 10 quarters. The position peaked at $114K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Ruedi Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 980 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $101K.
Ruedi Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $114K in Q4 2024.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.