Stuart Chaussee & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stuart Chaussee & Associates’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	–	Sell	-7,228	Closed	-$1.02M	–	164
2025 Q3	$1.02M	Hold	7,228	–	–	0.22%	17
2025 Q2	$915K	Buy	7,228 +1,000	+16%	+$111K	0.21%	20
2025 Q1	$643K	Hold	6,228	–	–	0.16%	20
2024 Q4	$724K	Sell	6,228 -820	-12%	-$95.4K	0.18%	18
2024 Q3	$796K	Hold	7,048	–	–	0.21%	15
2024 Q2	$797K	Hold	7,048	–	–	0.22%	15
2024 Q1	$734K	Hold	7,048	–	–	0.21%	14
2023 Q4	$678K	Hold	7,048	–	–	0.2%	15
2023 Q3	$578K	Hold	7,048	–	–	0.19%	11
2023 Q2	$613K	Hold	7,048	–	–	0.19%	13
2023 Q1	$532K	Hold	7,048	–	–	0.18%	12
2022 Q4	$439K	Sell	7,048 -6,510	-48%	-$413K	0.16%	12
2022 Q3	$805K	Hold	13,558	–	–	1.87%	4
2022 Q2	$862K	Sell	13,558 -140	-1%	-$9.75K	1.86%	4
2022 Q1	$1.09M	Buy	13,698 +140	+1%	+$11K	0.52%	9
2021 Q4	$1.18M	Hold	13,558	–	–	0.51%	11
2021 Q3	$1.01M	Hold	13,558	–	–	1.58%	6
2021 Q2	$1M	Sell	13,558 -2,622	-16%	-$184K	0.44%	11
2021 Q1	$1.07M	Hold	16,180	–	–	0.41%	12
2020 Q4	$1.05M	Buy	16,180 +2,700	+20%	+$164K	0.42%	9
2020 Q3	$787K	Buy	13,480 +10,410	+339%	+$588K	0.36%	9
2020 Q2	$160K	Buy	+3,070	New	+$144K	0.08%	19
2018 Q4	–	Sell	-546,642	Closed	-$20.6M	–	138
2018 Q3	$20.6M	Buy	546,642 +2,042	+0.4%	+$74.9K	13.03%	3
2018 Q2	$18.9M	Buy	+544,600	New	+$18.7M	12.74%	3
2016 Q1	–	Sell	-288	Closed	-$6K	–	96
2015 Q4	$6K	Buy	+288	New	+$6.2K	0.01%	77

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

Stuart Chaussee & Associates's XLK Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 7,228 shares — an estimated $1.02M sold.

Stuart Chaussee & Associates first reported a position in XLK in Q4 2015 and held it in 25 quarters. The position peaked at $20.6M in Q3 2018. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Stuart Chaussee & Associates reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 7,228 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $1.02M.
Stuart Chaussee & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2015 and held it in 25 quarters.
Stuart Chaussee & Associates's State Street Technology Select Sector SPDR ETF position peaked at $20.6M in Q3 2018.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.