Sanders Morris Harris’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sanders Morris Harris’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 Q4	–	Sell	-1,892	Closed	-$267K	–	294
2025 Q3	$267K	Buy	+1,892	New	+$251K	0.04%	244
2016 Q4	–	Sell	-17,072	Closed	-$408K	–	158
2016 Q3	$408K	Sell	17,072 -47,696	-74%	-$1.11M	0.12%	97
2016 Q2	$1.41M	Sell	64,768 -272,832	-81%	-$5.92M	0.33%	74
2016 Q1	$7.49M	Buy	+337,600	New	+$6.98M	1.29%	14

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Morris Harris's XLK Position: Q4 2025 in Review

Sanders Morris Harris sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 1,892 shares — an estimated $267K sold.

Sanders Morris Harris first reported a position in XLK in Q1 2016 and held it in 4 quarters. The position peaked at $7.49M in Q1 2016. 2,482 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Sanders Morris Harris reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Sanders Morris Harris sold 1,892 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $267K.
Sanders Morris Harris first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2016 and held it in 4 quarters.
Sanders Morris Harris's State Street Technology Select Sector SPDR ETF position peaked at $7.49M in Q1 2016.
2,482 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Sanders Morris Harris's 13F filing for Q4 2025, filed 8 Jan 2026.