Tolleson Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Tolleson Wealth Management’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	$672K	Hold	4,668	–	–	0.1%	56
2025 Q3	$658K	Hold	4,668	–	–	0.1%	57
2025 Q2	$591K	Buy	4,668 +556	+14%	+$61.7K	0.1%	58
2025 Q1	$425K	Hold	4,112	–	–	0.08%	63
2024 Q4	$478K	Hold	4,112	–	–	0.1%	64
2024 Q3	$464K	Sell	4,112 -600	-13%	-$65.9K	0.09%	58
2024 Q2	$533K	Hold	4,712	–	–	0.11%	60
2024 Q1	$491K	Hold	4,712	–	–	0.1%	62
2023 Q4	$453K	Hold	4,712	–	–	0.09%	60
2023 Q3	$386K	Hold	4,712	–	–	0.09%	62
2023 Q2	$410K	Hold	4,712	–	–	0.1%	66
2023 Q1	$356K	Hold	4,712	–	–	0.09%	64
2022 Q4	$293K	Hold	4,712	–	–	0.08%	70
2022 Q3	$280K	Hold	4,712	–	–	0.08%	63
2022 Q2	$299K	Hold	4,712	–	–	0.08%	62
2022 Q1	$374K	Hold	4,712	–	–	0.11%	58
2021 Q4	$410K	Buy	+4,712	New	+$388K	0.11%	57

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

Tolleson Wealth Management's XLK Position: Q4 2025 in Review

Tolleson Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2025 at 4,668 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #56.

Tolleson Wealth Management first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Tolleson Wealth Management held 4,668 shares of State Street Technology Select Sector SPDR ETF worth $672K as of Q4 2025.
Tolleson Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Technology Select Sector SPDR ETF made up 0.1% of Tolleson Wealth Management's portfolio in Q4 2025, its #56 holding.
Tolleson Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Tolleson Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.