Sonora Investment Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sonora Investment Management Group’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	$846K	Buy	6,002 +2	+0%	+$265	0.06%	137
2025 Q2	$760K	Sell	6,000 -278	-4%	-$30.9K	0.06%	144
2025 Q1	$648K	Sell	6,278 -1,082	-15%	-$123K	0.05%	148
2024 Q4	$856K	Buy	7,360 +662	+10%	+$77K	0.07%	137
2024 Q3	$756K	Sell	6,698 -2,354	-26%	-$258K	0.06%	147
2024 Q2	$943K	Hold	9,052	–	–	0.07%	139
2024 Q1	$943K	Buy	9,052 +2,542	+39%	+$257K	0.07%	139
2023 Q4	$627K	Buy	6,510 +764	+13%	+$68K	0.05%	151
2023 Q3	$471K	Buy	5,746 +612	+12%	+$52.5K	0.04%	164
2023 Q2	$446K	Buy	5,134 +92	+2%	+$7.25K	0.04%	167
2023 Q1	$381K	Sell	5,042 -554	-10%	-$38.1K	0.03%	182
2022 Q4	$348K	Buy	+5,596	New	+$355K	0.03%	192

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sonora Investment Management Group's XLK Position: Q3 2025 in Review

Sonora Investment Management Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.03% in Q3 2025, buying an estimated $265 and bringing the position to 6,002 shares worth $846K. The position accounts for 0.06% of the portfolio, ranked #137.

Sonora Investment Management Group first reported a position in XLK in Q4 2022 and has held it in 12 quarters since. The position peaked at $943K in Q2 2024. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Sonora Investment Management Group held 6,002 shares of State Street Technology Select Sector SPDR ETF worth $846K as of Q3 2025.
Sonora Investment Management Group bought 2 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $265.
State Street Technology Select Sector SPDR ETF made up 0.06% of Sonora Investment Management Group's portfolio in Q3 2025, its #137 holding.
Sonora Investment Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
Sonora Investment Management Group's State Street Technology Select Sector SPDR ETF position peaked at $943K in Q2 2024.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.