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Sulzberger Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sulzberger Capital 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 		– Sell
-3,840
Closed -$541K – 55
2025
Q3 		$541K Sell
3,840
-2,360
-38% -$313K 0.6% 26
2025
Q2 		$785K Hold
6,200
– – 0.92% 21
2025
Q1 		$640K Sell
6,200
-730
-11% -$82.8K 0.84% 22
2024
Q4 		$806K Buy
+6,930
New +$806K 0.91% 24

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sulzberger Capital Advisors's XLK Position: Q4 2025 in Review

Sulzberger Capital Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 3,840 shares — an estimated $541K sold.

Sulzberger Capital Advisors first reported a position in XLK in Q4 2024 and held it in 4 quarters. The position peaked at $806K in Q4 2024. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

  • Sulzberger Capital Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Sulzberger Capital Advisors sold 3,840 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $541K.
  • Sulzberger Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
  • Sulzberger Capital Advisors's State Street Technology Select Sector SPDR ETF position peaked at $806K in Q4 2024.
  • 2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Sulzberger Capital Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.