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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$32.7M Sell
316,946
-40,642
-11% -$4.61M 3.93% 3
2024
Q4
$41.6M Buy
357,588
+574
+0.2% +$66.8K 4.89% 3
2024
Q3
$40.3M Sell
357,014
-29,202
-8% -$3.21M 4.76% 3
2024
Q2
$43.7M Sell
386,216
-55,392
-13% -$5.83M 5.53% 3
2024
Q1
$46M Buy
441,608
+88,324
+25% +$8.93M 5.63% 3
2023
Q4
$34M Buy
+353,284
New +$31.5M 4.71% 3

Other funds holding XLK

Spectrum Wealth Counsel's XLK Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q1 2025, selling an estimated $4.61M and leaving 316,946 shares worth $32.7M. The position accounts for 3.93% of the portfolio, ranked #3.

Spectrum Wealth Counsel first reported a position in XLK in Q4 2023 and has held it in 6 quarters since. The position peaked at $46M in Q1 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Spectrum Wealth Counsel held 316,946 shares of State Street Technology Select Sector SPDR ETF worth $32.7M as of Q1 2025.
  • Spectrum Wealth Counsel sold 40,642 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $4.61M.
  • State Street Technology Select Sector SPDR ETF made up 3.93% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #3 holding.
  • Spectrum Wealth Counsel first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's State Street Technology Select Sector SPDR ETF position peaked at $46M in Q1 2024.
  • 2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.