West Oak Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

West Oak Capital’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	$958	Sell	680 -200	-23%	-$26.5K	0.04%	139
2025 Q2	$1.11K	Hold	880	–	–	0.04%	142
2025 Q1	$909	Hold	880	–	–	0.04%	149
2024 Q4	$1.02M	Buy	880 +14	+2%	+$1.63K	0.04%	141
2024 Q3	$978	Hold	866	–	–	0.02%	150
2024 Q2	$98K	Hold	866	–	–	0.04%	150
2024 Q1	$90K	Hold	866	–	–	0.04%	159
2023 Q4	$83K	Buy	866 +116	+15%	+$10.3K	0.04%	159
2023 Q3	$61K	Hold	750	–	–	0.03%	167
2023 Q2	$65.2K	Hold	750	–	–	0.03%	165
2023 Q1	$56.6K	Buy	750 +200	+36%	+$13.8K	0.03%	169
2022 Q4	$34K	Sell	550 -800	-59%	-$50.8K	0.02%	171
2022 Q3	$80K	Buy	1,350 +800	+145%	+$54.6K	0.04%	147
2022 Q2	$35K	Hold	550	–	–	0.02%	185
2022 Q1	$44K	Sell	550 -200	-27%	-$15.7K	0.02%	185
2021 Q4	$65K	Hold	750	–	–	0.02%	176
2021 Q3	$56K	Hold	750	–	–	0.02%	182
2021 Q2	$55K	Hold	750	–	–	0.02%	182
2021 Q1	$50K	Hold	750	–	–	0.02%	181
2020 Q4	$49K	Hold	750	–	–	0.02%	177
2020 Q3	$44K	Hold	750	–	–	0.02%	170
2020 Q2	$39K	Hold	750	–	–	0.02%	180
2020 Q1	$30K	Hold	750	–	–	0.02%	181
2019 Q4	$34K	Hold	750	–	–	0.02%	190
2019 Q3	$30K	Hold	750	–	–	0.02%	199
2019 Q2	$29K	Hold	750	–	–	0.02%	209
2019 Q1	$28K	Hold	750	–	–	0.02%	202
2018 Q4	$23.2K	Hold	750	–	–	0.02%	199
2018 Q3	$28.2K	Hold	750	–	–	0.02%	212
2018 Q2	$26.1K	Hold	750	–	–	0.02%	210
2018 Q1	$24.5K	Buy	+750	New	+$25.2K	0.01%	217
2017 Q4	–	Sell	-750	Closed	-$22.2K	–	345
2017 Q3	$22.2K	Hold	750	–	–	0.01%	229
2017 Q2	$20.5K	Hold	750	–	–	0.01%	234
2017 Q1	$20K	Hold	750	–	–	0.01%	245
2016 Q4	$18.1K	Hold	750	–	–	0.01%	243
2016 Q3	$17.9K	Hold	750	–	–	0.01%	252
2016 Q2	$16.3K	Hold	750	–	–	0.01%	241
2016 Q1	$16.6K	Hold	750	–	–	0.01%	195
2015 Q4	$16.1K	Hold	750	–	–	0.01%	199
2015 Q3	$14.8K	Hold	750	–	–	0.01%	198
2015 Q2	$15.5K	Hold	750	–	–	0.01%	197
2015 Q1	$15.5K	Hold	750	–	–	0.01%	201
2014 Q4	$15.5K	Hold	750	–	–	0.01%	214
2014 Q3	$15K	Hold	750	–	–	0.01%	191
2014 Q2	$14.4K	Hold	750	–	–	0.01%	192
2014 Q1	$13.6K	Hold	750	–	–	0.01%	193
2013 Q4	$13.4K	Hold	750	–	–	0.01%	194
2013 Q3	$12K	Hold	750	–	–	0.01%	192
2013 Q2	$11.5K	Buy	+750	New	+$11.6K	0.01%	187

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

West Oak Capital's XLK Position: Q3 2025 in Review

West Oak Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 23% in Q3 2025, selling an estimated $26.5K and leaving 680 shares worth $958. The position accounts for 0.04% of the portfolio, ranked #139.

West Oak Capital first reported a position in XLK in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.02M in Q4 2024. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

West Oak Capital held 680 shares of State Street Technology Select Sector SPDR ETF worth $958 as of Q3 2025.
West Oak Capital sold 200 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $26.5K.
State Street Technology Select Sector SPDR ETF made up 0.04% of West Oak Capital's portfolio in Q3 2025, its #139 holding.
West Oak Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 49 quarters since.
West Oak Capital's State Street Technology Select Sector SPDR ETF position peaked at $1.02M in Q4 2024.
2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.