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

Wetzel Investment 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
2026 Q1	$200K	Sell	1,507 -37	-2%	-$5.21K	0.08%	131
2025 Q4	$222K	Buy	+1,544	New	+$223K	0.09%	128
2025 Q3	–	Sell	-2,770	Closed	-$351K	–	136
2025 Q2	$351K	Sell	2,770 -268	-9%	-$29.7K	0.16%	85
2025 Q1	$314K	Sell	3,038 -80	-3%	-$9.07K	0.16%	94
2024 Q4	$362K	Sell	3,118 -44	-1%	-$5.12K	0.18%	79
2024 Q3	$357K	Buy	3,162 +144	+5%	+$15.8K	0.18%	83
2024 Q2	$314K	Hold	3,018	–	–	0.18%	86
2024 Q1	$297K	Sell	3,018 -430	-12%	-$43.5K	0.17%	88
2023 Q4	$332K	Buy	+3,448	New	+$307K	0.2%	79

Other funds holding XLK

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return