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

SummitTX Capital’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	-3,892	Closed	-$549K	–	998
2025 Q3	$549K	Buy	+3,892	New	+$515K	0.02%	509
2025 Q2	–	Sell	-6,800	Closed	-$702K	–	1043
2025 Q1	$702K	Buy	+6,800	New	+$771K	0.03%	468

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

SummitTX Capital's XLK Position: Q4 2025 in Review

SummitTX Capital sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 3,892 shares — an estimated $549K sold.

SummitTX Capital first reported a position in XLK in Q1 2025 and held it in 2 quarters. The position peaked at $702K in Q1 2025. 2,472 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

SummitTX Capital reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 3,892 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $549K.
SummitTX Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and held it in 2 quarters.
SummitTX Capital's State Street Technology Select Sector SPDR ETF position peaked at $702K in Q1 2025.
2,472 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.