Vishria Bird Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Vishria Bird Financial Group’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	$447K	Hold	3,172	–	–	0.09%	70
2025 Q2	$402K	Hold	3,172	–	–	0.13%	67
2025 Q1	$327K	Hold	3,172	–	–	0.11%	68
2024 Q4	$369K	Hold	3,172	–	–	0.13%	61
2024 Q3	$358K	Hold	3,172	–	–	0.14%	65
2024 Q2	$359K	Hold	3,172	–	–	0.15%	53
2024 Q1	$330K	Hold	3,172	–	–	0.14%	54
2023 Q4	$305K	Hold	3,172	–	–	0.14%	49
2023 Q3	$260K	Hold	3,172	–	–	0.15%	50
2023 Q2	$276K	Hold	3,172	–	–	0.16%	49
2023 Q1	$240K	Buy	+3,172	New	+$218K	0.15%	51
2022 Q3	–	Sell	-3,172	Closed	-$202K	–	60
2022 Q2	$202K	Hold	3,172	–	–	0.13%	57
2022 Q1	$252K	Hold	3,172	–	–	0.14%	54
2021 Q4	$276K	Hold	3,172	–	–	0.13%	57
2021 Q3	$237K	Hold	3,172	–	–	0.12%	55
2021 Q2	$234K	Hold	3,172	–	–	0.12%	55
2021 Q1	$211K	Hold	3,172	–	–	0.12%	53
2020 Q4	$206K	Buy	+3,172	New	+$193K	0.12%	47

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

Vishria Bird Financial Group's XLK Position: Q3 2025 in Review

Vishria Bird Financial Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2025 at 3,172 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #70.

Vishria Bird Financial Group first reported a position in XLK in Q4 2020 and has held it in 18 quarters since. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

Vishria Bird Financial Group held 3,172 shares of State Street Technology Select Sector SPDR ETF worth $447K as of Q3 2025.
Vishria Bird Financial Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Technology Select Sector SPDR ETF made up 0.09% of Vishria Bird Financial Group's portfolio in Q3 2025, its #70 holding.
Vishria Bird Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 18 quarters since.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.