WFA Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WFA Asset Management’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	$61.7K	Hold	546	–	–	0.03%	90
2025 Q2	$61.7K	Buy	546 +2	+0.4%	+$222	0.03%	90
2025 Q1	$56.7K	Sell	544 -1,076	-66%	-$122K	0.03%	96
2024 Q4	$188K	Buy	1,620 +1,074	+197%	+$125K	0.1%	61
2024 Q3	$61.7K	Hold	546	–	–	0.03%	91
2024 Q2	$61.7K	Buy	546 +2	+0.4%	+$211	0.03%	90
2024 Q1	$56.7K	Hold	544	–	–	0.03%	97
2023 Q4	$52.3K	Buy	544 +2	+0.4%	+$178	0.03%	89
2023 Q3	$44.4K	Hold	542	–	–	0.03%	99
2023 Q2	$47K	Buy	542 +2	+0.4%	+$158	0.03%	97
2023 Q1	$40.8K	Buy	540 +2	+0.4%	+$138	0.03%	108
2022 Q4	$33.5K	Hold	538	–	–	0.02%	106
2022 Q3	$31.9K	Buy	538 +2	+0.4%	+$136	0.02%	105
2022 Q2	$34.1K	Buy	536 +2	+0.4%	+$139	0.02%	103
2022 Q1	$42.5K	Hold	534	–	–	0.03%	101
2021 Q4	$46.4K	Buy	+534	New	+$44K	0.03%	99

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

WFA Asset Management's XLK Position: Q3 2025 in Review

WFA Asset Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2025 at 546 shares worth $61.7K. The position accounts for 0.03% of the portfolio, ranked #90.

WFA Asset Management first reported a position in XLK in Q4 2021 and has held it in 16 quarters since. The position peaked at $188K in Q4 2024. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

WFA Asset Management held 546 shares of State Street Technology Select Sector SPDR ETF worth $61.7K as of Q3 2025.
WFA Asset Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Technology Select Sector SPDR ETF made up 0.03% of WFA Asset Management's portfolio in Q3 2025, its #90 holding.
WFA Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $188K 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 WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.