Whalen Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Whalen Wealth 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 Q1	–	Sell	-7,828	Closed	-$910K	–	181
2024 Q4	$910K	Buy	7,828 +40	+0.5%	+$4.65K	0.63%	32
2024 Q3	$879K	Buy	7,788 +2,108	+37%	+$231K	0.62%	34
2024 Q2	$642K	Buy	5,680 +2,258	+66%	+$238K	0.51%	43
2024 Q1	$356K	Buy	3,422 +188	+6%	+$19K	0.26%	66
2023 Q4	$311K	Buy	+3,234	New	+$288K	0.28%	86

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Whalen Wealth Management's XLK Position: Q1 2025 in Review

Whalen Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 7,828 shares — an estimated $910K sold.

Whalen Wealth Management first reported a position in XLK in Q4 2023 and held it in 5 quarters. The position peaked at $910K in Q4 2024. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

Whalen Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Whalen Wealth Management sold 7,828 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $910K.
Whalen Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
Whalen Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $910K in Q4 2024.
2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.