SAF
XLK icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return