Summit X LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Summit X LLC’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	–	Sell	-4,384	Closed	-$555K	–	244
2025 Q2	$555K	Buy	4,384 +42	+1%	+$4.66K	0.1%	134
2025 Q1	$448K	Buy	4,342 +68	+2%	+$7.71K	0.09%	132
2024 Q4	$497K	Sell	4,274 -76	-2%	-$8.84K	0.11%	123
2024 Q3	$492K	Sell	4,350 -152	-3%	-$16.7K	0.12%	117
2024 Q2	$510K	Buy	4,502 +580	+15%	+$61.1K	0.11%	121
2024 Q1	$408K	Buy	3,922 +818	+26%	+$82.7K	0.1%	126
2023 Q4	$299K	Buy	3,104 +458	+17%	+$40.8K	0.09%	147
2023 Q3	$217K	Buy	+2,646	New	+$227K	0.07%	163

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

Summit X LLC's XLK Position: Q3 2025 in Review

Summit X LLC sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 4,384 shares — an estimated $555K sold.

Summit X LLC first reported a position in XLK in Q3 2023 and held it in 8 quarters. The position peaked at $555K in Q2 2025. 2,289 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Summit X LLC reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 4,384 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $555K.
Summit X LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and held it in 8 quarters.
Summit X LLC's State Street Technology Select Sector SPDR ETF position peaked at $555K in Q2 2025.
2,289 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.