Wambolt & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wambolt & Associates’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	$600K	Sell	4,778 -74	-2%	-$8.21K	0.2%	102
2025 Q1	$505K	Sell	4,852 -4,794	-50%	-$544K	0.17%	115
2024 Q4	$1.12M	Buy	9,646 +6,832	+243%	+$795K	0.36%	82
2024 Q3	$310K	Buy	+2,814	New	+$309K	0.08%	161
2024 Q2	–	Sell	-4,268	Closed	-$446K	–	223
2024 Q1	$446K	Buy	+4,268	New	+$432K	0.13%	150

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wambolt & Associates's XLK Position: Q2 2025 in Review

Wambolt & Associates reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q2 2025, selling an estimated $8.21K and leaving 4,778 shares worth $600K. The position accounts for 0.2% of the portfolio, ranked #102.

Wambolt & Associates first reported a position in XLK in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.12M in Q4 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Wambolt & Associates held 4,778 shares of State Street Technology Select Sector SPDR ETF worth $600K as of Q2 2025.
Wambolt & Associates sold 74 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $8.21K.
State Street Technology Select Sector SPDR ETF made up 0.2% of Wambolt & Associates's portfolio in Q2 2025, its #102 holding.
Wambolt & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 5 quarters since.
Wambolt & Associates's State Street Technology Select Sector SPDR ETF position peaked at $1.12M in Q4 2024.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.