TFF
XLK icon

The Family Firm’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

The Family Firm’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
Q2 		– Sell
-3,242
Closed -$335K – 210
2025
Q1 		$335K Sell
3,242
-170
-5% -$19.3K 0.07% 153
2024
Q4 		$397K Sell
3,412
-126
-4% -$14.7K 0.09% 138
2024
Q3 		$399K Buy
3,538
+6
+0.2% +$659 0.09% 140
2024
Q2 		$400K Sell
3,532
-4
-0.1% -$421 0.09% 131
2024
Q1 		$368K Buy
3,536
+6
+0.2% +$607 0.09% 138
2023
Q4 		$340K Sell
3,530
-450
-11% -$40.1K 0.09% 136
2023
Q3 		$326K Sell
3,980
-4,190
-51% -$359K 0.09% 132
2023
Q2 		$710K Sell
8,170
-40
-0.5% -$3.15K 0.19% 87
2023
Q1 		$620K Buy
8,210
+392
+5% +$27K 0.17% 91
2022
Q4 		$486K Buy
7,818
+1,390
+22% +$88.3K 0.14% 103
2022
Q3 		$382K Sell
6,428
-384
-6% -$26.2K 0.12% 106
2022
Q2 		$433K Buy
6,812
+16
+0.2% +$1.11K 0.13% 104
2022
Q1 		$540K Buy
6,796
+462
+7% +$36.3K 0.14% 94
2021
Q4 		$551K Buy
6,334
+10
+0.2% +$824 0.14% 95
2021
Q3 		$501K Buy
6,324
+10
+0.2% +$772 0.13% 97
2021
Q2 		$466K Buy
6,314
+10
+0.2% +$700 0.13% 104
2021
Q1 		$419K Buy
6,304
+10
+0.2% +$660 0.12% 105
2020
Q4 		$401K Sell
6,294
-396
-6% -$24.1K 0.12% 106
2020
Q3 		$390K Sell
6,690
-86
-1% -$4.86K 0.14% 99
2020
Q2 		$354K Sell
6,776
-98
-1% -$4.61K 0.13% 102
2020
Q1 		$276K Sell
6,874
-1,164
-14% -$53.1K 0.12% 111
2019
Q4 		$368K Sell
8,038
-1,146
-12% -$49.1K 0.12% 106
2019
Q3 		$370K Buy
9,184
+26
+0.3% +$1.04K 0.13% 95
2019
Q2 		$357K Buy
9,158
+28
+0.3% +$1.07K 0.13% 102
2019
Q1 		$338K Buy
+9,130
New +$312K 0.12% 106

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

The Family Firm's XLK Position: Q2 2025 in Review

The Family Firm sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 3,242 shares — an estimated $335K sold.

The Family Firm first reported a position in XLK in Q1 2019 and held it in 25 quarters. The position peaked at $710K in Q2 2023. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

  • The Family Firm reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 3,242 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $335K.
  • The Family Firm first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and held it in 25 quarters.
  • The Family Firm's State Street Technology Select Sector SPDR ETF position peaked at $710K in Q2 2023.
  • 2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.