Westwood Holdings Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Westwood Holdings 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	-3,052	Closed	-$315K	–	523
2025 Q1	$315K	Hold	3,052	–	–	﹤0.01%	428
2024 Q4	$355K	Sell	3,052 -84	-3%	-$9.77K	﹤0.01%	436
2024 Q3	$354K	Hold	3,136	–	–	﹤0.01%	423
2024 Q2	$355K	Sell	3,136 -20	-0.6%	-$2.11K	﹤0.01%	404
2024 Q1	$329K	Hold	3,156	–	–	﹤0.01%	420
2023 Q4	$304K	Hold	3,156	–	–	﹤0.01%	422
2023 Q3	$259K	Sell	3,156 -3,132	-50%	-$269K	﹤0.01%	420
2023 Q2	$547K	Buy	6,288 +3,052	+94%	+$241K	﹤0.01%	385
2023 Q1	$244K	Buy	+3,236	New	+$223K	﹤0.01%	463
2022 Q3	–	Sell	-3,426	Closed	-$218K	–	484
2022 Q2	$218K	Buy	3,426 +142	+4%	+$9.89K	﹤0.01%	437
2022 Q1	$261K	Sell	3,284 -1,310	-29%	-$103K	﹤0.01%	423
2021 Q4	$399K	Buy	4,594 +1,168	+34%	+$96.2K	﹤0.01%	393
2021 Q3	$256K	Hold	3,426	–	–	﹤0.01%	405
2021 Q2	$253K	Sell	3,426 -1,700	-33%	-$119K	﹤0.01%	415
2021 Q1	$341K	Sell	5,126 -5,600	-52%	-$370K	﹤0.01%	398
2020 Q4	$697K	Buy	10,726 +7,076	+194%	+$431K	0.01%	354
2020 Q3	$213K	Buy	+3,650	New	+$206K	﹤0.01%	388
2017 Q2	–	Sell	-65,680	Closed	-$1.75M	–	528
2017 Q1	$1.75M	Sell	65,680 -10,358	-14%	-$267K	0.01%	283
2016 Q4	$1.84M	Sell	76,038 -2,850	-4%	-$68K	0.02%	303
2016 Q3	$1.88M	Sell	78,888 -3,930	-5%	-$91.3K	0.02%	306
2016 Q2	$1.8M	Buy	82,818 +52,292	+171%	+$1.13M	0.02%	283
2016 Q1	$677K	Buy	+30,526	New	+$631K	0.01%	321
2015 Q4	–	Sell	-39,226	Closed	-$775K	–	416
2015 Q3	$775K	Buy	39,226 +5,538	+16%	+$114K	0.01%	313
2015 Q2	$697K	Buy	+33,688	New	+$719K	0.01%	321

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

Westwood Holdings Group's XLK Position: Q2 2025 in Review

Westwood Holdings Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 3,052 shares — an estimated $315K sold.

Westwood Holdings Group first reported a position in XLK in Q2 2015 and held it in 24 quarters. The position peaked at $1.88M in Q3 2016. 2,208 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Westwood Holdings Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Westwood Holdings Group sold 3,052 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $315K.
Westwood Holdings Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2015 and held it in 24 quarters.
Westwood Holdings Group's State Street Technology Select Sector SPDR ETF position peaked at $1.88M in Q3 2016.
2,208 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Westwood Holdings Group's 13F filing for Q2 2025, filed 8 Aug 2025.