SS&H Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SS&H Financial Advisors’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 Q4	$473K	Hold	3,282	–	–	0.14%	97
2025 Q3	$463K	Sell	3,282 -582	-15%	-$77.1K	0.14%	98
2025 Q2	$489K	Sell	3,864 -2,184	-36%	-$242K	0.16%	89
2025 Q1	$624K	Sell	6,048 -2,184	-27%	-$248K	0.23%	80
2024 Q4	$958K	Hold	8,232	–	–	0.35%	66
2024 Q3	$929K	Sell	8,232 -500	-6%	-$54.9K	0.34%	68
2024 Q2	$988K	Hold	8,732	–	–	0.39%	61
2024 Q1	$909K	Hold	8,732	–	–	0.38%	59
2023 Q4	$840K	Hold	8,732	–	–	0.36%	64
2023 Q3	$716K	Buy	+8,732	New	+$749K	0.34%	66
2023 Q1	$659K	Buy	+8,732	New	+$601K	0.3%	73

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

SS&H Financial Advisors's XLK Position: Q4 2025 in Review

SS&H Financial Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2025 at 3,282 shares worth $473K. The position accounts for 0.14% of the portfolio, ranked #97.

SS&H Financial Advisors first reported a position in XLK in Q1 2023 and has held it in 11 quarters since. The position peaked at $988K in Q2 2024. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

SS&H Financial Advisors held 3,282 shares of State Street Technology Select Sector SPDR ETF worth $473K as of Q4 2025.
SS&H Financial Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Technology Select Sector SPDR ETF made up 0.14% of SS&H Financial Advisors's portfolio in Q4 2025, its #97 holding.
SS&H Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
SS&H Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $988K in Q2 2024.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.