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

Stonegate Investment 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	$665K	Hold	4,720	–	–	0.02%	216
2025 Q2	$598K	Buy	4,720 +376	+9%	+$41.7K	0.02%	222
2025 Q1	$448K	Hold	4,344	–	–	0.01%	230
2024 Q4	$505K	Hold	4,344	–	–	0.01%	213
2024 Q3	$490K	Sell	4,344 -124	-3%	-$13.6K	0.01%	232
2024 Q2	$505K	Buy	4,468 +126	+3%	+$13.3K	0.01%	223
2024 Q1	$452K	Hold	4,342	–	–	0.01%	231
2023 Q4	$418K	Hold	4,342	–	–	0.01%	226
2023 Q3	$356K	Sell	4,342 -128	-3%	-$11K	0.01%	227
2023 Q2	$389K	Hold	4,470	–	–	0.01%	225
2023 Q1	$338K	Hold	4,470	–	–	0.01%	238
2022 Q4	$278K	Sell	4,470 -1,000	-18%	-$63.5K	0.01%	256
2022 Q3	$325K	Sell	5,470 -1,500	-22%	-$102K	0.01%	217
2022 Q2	$443K	Buy	6,970 +2,500	+56%	+$174K	0.02%	195
2022 Q1	$355K	Hold	4,470	–	–	0.01%	196
2021 Q4	$389K	Buy	+4,470	New	+$368K	0.02%	194

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

Stonegate Investment Group's XLK Position: Q3 2025 in Review

Stonegate Investment Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2025 at 4,720 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #216.

Stonegate Investment Group first reported a position in XLK in Q4 2021 and has held it in 16 quarters since. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Stonegate Investment Group held 4,720 shares of State Street Technology Select Sector SPDR ETF worth $665K as of Q3 2025.
Stonegate Investment Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Technology Select Sector SPDR ETF made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #216 holding.
Stonegate Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.