Wealthstar Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wealthstar Advisors’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	–	Sell	-2,508	Closed	-$353K	–	147
2025 Q3	$353K	Hold	2,508	–	–	0.14%	117
2025 Q2	$317K	Hold	2,508	–	–	0.12%	121
2025 Q1	$259K	Buy	2,508 +2	+0.1%	+$227	0.12%	121
2024 Q4	$291K	Buy	+2,506	New	+$292K	0.13%	113
2024 Q2	–	Sell	-2,956	Closed	-$308K	–	144
2024 Q1	$308K	Hold	2,956	–	–	0.11%	108
2023 Q4	$285K	Hold	2,956	–	–	0.05%	109
2023 Q3	$242K	Buy	2,956 +340	+13%	+$29.2K	0.09%	104
2023 Q2	$227K	Buy	+2,616	New	+$206K	0.1%	71
2022 Q2	–	Sell	-2,596	Closed	-$206K	–	97
2022 Q1	$206K	Buy	2,596 +120	+5%	+$9.42K	0.08%	88
2021 Q4	$215K	Buy	+2,476	New	+$204K	0.07%	78

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

Wealthstar Advisors's XLK Position: Q4 2025 in Review

Wealthstar Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 2,508 shares — an estimated $353K sold.

Wealthstar Advisors first reported a position in XLK in Q4 2021 and held it in 10 quarters. The position peaked at $353K in Q3 2025. 2,473 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Wealthstar Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Wealthstar Advisors sold 2,508 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $353K.
Wealthstar Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
Wealthstar Advisors's State Street Technology Select Sector SPDR ETF position peaked at $353K in Q3 2025.
2,473 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Wealthstar Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.