West Tower Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

West Tower 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 Q2	–	Sell	-4,000	Closed	-$413K	–	96
2025 Q1	$413K	Buy	+4,000	New	+$453K	1.09%	31
2023 Q4	–	Sell	-418	Closed	-$34.3K	–	788
2023 Q3	$34.3K	Sell	418 -1,868	-82%	-$160K	0.02%	261
2023 Q2	$199K	Buy	+2,286	New	+$180K	0.14%	72

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 Tower Group's XLK Position: Q2 2025 in Review

West Tower Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 4,000 shares — an estimated $413K sold.

West Tower Group first reported a position in XLK in Q2 2023 and held it in 3 quarters. The position peaked at $413K in Q1 2025. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

West Tower Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
West Tower Group sold 4,000 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $413K.
West Tower Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and held it in 3 quarters.
West Tower Group's State Street Technology Select Sector SPDR ETF position peaked at $413K in Q1 2025.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on West Tower Group's 13F filing for Q2 2025, filed 29 Jul 2025.