Stephens Consulting’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stephens Consulting’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	$135K	Buy	935 +1	+0.1%	+$144	0.04%	83
2025 Q3	$132K	Sell	934 -2,230	-70%	-$295K	0.05%	82
2025 Q2	$401K	Buy	3,164 +2	+0.1%	+$222	0.1%	73
2025 Q1	$327K	Sell	3,162 -700	-18%	-$79.4K	0.08%	76
2024 Q4	$449K	Buy	3,862 +2	+0.1%	+$233	0.11%	62
2024 Q3	$436K	Sell	3,860 -622	-14%	-$68.3K	0.11%	63
2024 Q2	$507K	Hold	4,482	–	–	0.14%	50
2024 Q1	$467K	Buy	4,482 +1,550	+53%	+$157K	0.14%	49
2023 Q4	$282K	Hold	2,932	–	–	0.1%	67
2023 Q3	$240K	Sell	2,932 -100	-3%	-$8.58K	0.1%	69
2023 Q2	$264K	Hold	3,032	–	–	0.1%	64
2023 Q1	$229K	Sell	3,032 -1,342	-31%	-$92.4K	0.14%	72
2022 Q4	$272K	Sell	4,374 -22	-0.5%	-$1.4K	0.18%	59
2022 Q3	$261K	Sell	4,396 -454	-9%	-$31K	0.23%	59
2022 Q2	$308K	Sell	4,850 -294	-6%	-$20.5K	0.25%	50
2022 Q1	$409K	Buy	5,144 +1,384	+37%	+$109K	0.33%	42
2021 Q4	$327K	Buy	+3,760	New	+$310K	0.27%	63

Other funds holding XLK

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stephens Consulting's XLK Position: Q4 2025 in Review

Stephens Consulting increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.11% in Q4 2025, buying an estimated $144 and bringing the position to 935 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #83.

Stephens Consulting first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. The position peaked at $507K in Q2 2024. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Stephens Consulting held 935 shares of State Street Technology Select Sector SPDR ETF worth $135K as of Q4 2025.
Stephens Consulting bought 1 State Street Technology Select Sector SPDR ETF share in Q4 2025, an estimated $144.
State Street Technology Select Sector SPDR ETF made up 0.04% of Stephens Consulting's portfolio in Q4 2025, its #83 holding.
Stephens Consulting first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's State Street Technology Select Sector SPDR ETF position peaked at $507K in Q2 2024.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.