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

SMART Wealth’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	-20,484	Closed	-$2.59M	–	184
2025 Q2	$2.59M	Sell	20,484 -3,346	-14%	-$371K	0.81%	42
2025 Q1	$2.46M	Sell	23,830 -8,110	-25%	-$919K	0.88%	39
2024 Q4	$3.71M	Buy	31,940 +9,986	+45%	+$1.16M	1.32%	21
2024 Q3	$2.48M	Sell	21,954 -6,900	-24%	-$757K	0.97%	26
2024 Q2	$3.26M	Sell	28,854 -1,148	-4%	-$121K	1.32%	22
2024 Q1	$3.12M	Buy	30,002 +16,326	+119%	+$1.65M	1.41%	24
2023 Q4	$1.32M	Buy	13,676 +4,402	+47%	+$392K	0.72%	29
2023 Q3	$760K	Buy	9,274 +3,966	+75%	+$340K	0.57%	44
2023 Q2	$461K	Buy	+5,308	New	+$418K	0.35%	49
2023 Q1	–	Sell	-5,860	Closed	-$365K	–	86
2022 Q4	$365K	Buy	+5,860	New	+$372K	0.27%	59

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

SMART Wealth's XLK Position: Q3 2025 in Review

SMART Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 20,484 shares — an estimated $2.59M sold.

SMART Wealth first reported a position in XLK in Q4 2022 and held it in 10 quarters. The position peaked at $3.71M in Q4 2024. 2,289 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

SMART Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
SMART Wealth sold 20,484 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $2.59M.
SMART Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
SMART Wealth's State Street Technology Select Sector SPDR ETF position peaked at $3.71M in Q4 2024.
2,289 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.