Smith Anglin Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Smith Anglin Financial’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	$357K	Sell	2,820 -608	-18%	-$67.5K	0.03%	148
2025 Q1	$354K	Sell	3,428 -914	-21%	-$104K	0.04%	148
2024 Q4	$505K	Buy	4,342 +882	+25%	+$103K	0.05%	120
2024 Q3	$391K	Buy	3,460 +302	+10%	+$33.2K	0.04%	130
2024 Q2	$357K	Buy	+3,158	New	+$333K	0.04%	131
2022 Q1	–	Sell	-4,714	Closed	-$410K	–	159
2021 Q4	$410K	Buy	4,714 +8	+0.2%	+$659	0.07%	99
2021 Q3	$351K	Sell	4,706 -174	-4%	-$13.4K	0.07%	103
2021 Q2	$360K	Buy	4,880 +10	+0.2%	+$700	0.07%	103
2021 Q1	$323K	Buy	+4,870	New	+$321K	0.07%	102

Other funds holding XLK

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

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

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Smith Anglin Financial's XLK Position: Q2 2025 in Review

Smith Anglin Financial reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q2 2025, selling an estimated $67.5K and leaving 2,820 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #148.

Smith Anglin Financial first reported a position in XLK in Q1 2021 and has held it in 9 quarters since. The position peaked at $505K in Q4 2024. 2,212 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Smith Anglin Financial held 2,820 shares of State Street Technology Select Sector SPDR ETF worth $357K as of Q2 2025.
Smith Anglin Financial sold 608 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $67.5K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #148 holding.
Smith Anglin Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 9 quarters since.
Smith Anglin Financial's State Street Technology Select Sector SPDR ETF position peaked at $505K in Q4 2024.
2,212 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.