West Coast Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

West Coast Financial’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	-14,680	Closed	-$1.52M	–	157
2025 Q1	$1.52M	Hold	14,680	–	–	0.17%	66
2024 Q4	$1.71M	Sell	14,680 -270	-2%	-$31.4K	0.19%	65
2024 Q3	$1.69M	Hold	14,950	–	–	0.19%	69
2024 Q2	$1.69M	Hold	14,950	–	–	0.2%	64
2024 Q1	$1.56M	Buy	14,950 +3,500	+31%	+$354K	0.19%	66
2023 Q4	$1.1M	Hold	11,450	–	–	0.14%	73
2023 Q3	$938K	Hold	11,450	–	–	0.14%	81
2023 Q2	$995K	Buy	+11,450	New	+$903K	0.14%	81
2022 Q2	–	Sell	-2,520	Closed	-$200K	–	139
2022 Q1	$200K	Hold	2,520	–	–	0.03%	135
2021 Q4	$219K	Buy	+2,520	New	+$208K	0.03%	131

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

West Coast Financial's XLK Position: Q2 2025 in Review

West Coast Financial sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 14,680 shares — an estimated $1.52M sold.

West Coast Financial first reported a position in XLK in Q4 2021 and held it in 10 quarters. The position peaked at $1.71M in Q4 2024. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

West Coast Financial reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 14,680 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $1.52M.
West Coast Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
West Coast Financial's State Street Technology Select Sector SPDR ETF position peaked at $1.71M 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 West Coast Financial's 13F filing for Q2 2025.