SFC
XLK icon

SYM Financial Corp’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

SYM Financial Corp’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
2026
Q1 		$180K Hold
1,358
– – 0.02% 325
2025
Q4 		$196K Hold
1,358
– – 0.02% 325
2025
Q3 		$191K Hold
1,358
– – 0.02% 322
2025
Q2 		$172K Hold
1,358
– – 0.02% 314
2025
Q1 		$140K Sell
1,358
-52
-4% -$5.89K 0.02% 276
2024
Q4 		$164K Buy
1,410
+52
+4% +$6.05K 0.02% 244
2024
Q3 		$153K Hold
1,358
– – 0.02% 192
2024
Q2 		$154K Hold
1,358
– – 0.02% 169
2024
Q1 		$141K Buy
+1,358
New +$137K 0.02% 103
2020
Q1 		– Sell
-464
Closed -$21K – 102
2019
Q4 		$21K Buy
+464
New +$19.9K 0.01% 79

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 $501B 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 $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return