Seven Mile Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Seven Mile Advisory’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	-4,000	Closed	-$564K	–	323
2025 Q3	$564K	Hold	4,000	–	–	0.09%	117
2025 Q2	$506K	Hold	4,000	–	–	0.3%	63
2025 Q1	$413K	Sell	4,000 -38	-0.9%	-$4.31K	0.28%	76
2024 Q4	$469K	Buy	4,038 +38	+1%	+$4.42K	0.3%	62
2024 Q3	$452K	Sell	4,000 -8,260	-67%	-$907K	0.3%	65
2024 Q2	$1.39M	Hold	12,260	–	–	1.02%	17
2024 Q1	$1.28M	Hold	12,260	–	–	0.97%	19
2023 Q4	$1.18M	Buy	12,260 +18	+0.1%	+$1.6K	1.02%	19
2023 Q3	$1M	Buy	12,242 +16	+0.1%	+$1.37K	1.05%	17
2023 Q2	$1.06M	Buy	+12,226	New	+$964K	1.24%	13

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

Seven Mile Advisory's XLK Position: Q4 2025 in Review

Seven Mile Advisory sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 4,000 shares — an estimated $564K sold.

Seven Mile Advisory first reported a position in XLK in Q2 2023 and held it in 10 quarters. The position peaked at $1.39M in Q2 2024. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Seven Mile Advisory reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Seven Mile Advisory sold 4,000 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $564K.
Seven Mile Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and held it in 10 quarters.
Seven Mile Advisory's State Street Technology Select Sector SPDR ETF position peaked at $1.39M in Q2 2024.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.