WMG Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WMG Financial 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
2025 Q4	–	Sell	-3,344	Closed	-$471K	–	215
2025 Q3	$471K	Buy	3,344 +156	+5%	+$20.7K	0.16%	96
2025 Q2	$404K	Hold	3,188	–	–	0.15%	99
2025 Q1	$329K	Hold	3,188	–	–	0.14%	103
2024 Q4	$371K	Sell	3,188 -304	-9%	-$35.4K	0.16%	94
2024 Q3	$394K	Hold	3,492	–	–	0.18%	81
2024 Q2	$395K	Hold	3,492	–	–	0.21%	71
2024 Q1	$364K	Sell	3,492 -240	-6%	-$24.3K	0.21%	80
2023 Q4	$359K	Sell	3,732 -212	-5%	-$18.9K	0.23%	71
2023 Q3	$323K	Sell	3,944 -60	-1%	-$5.14K	0.27%	66
2023 Q2	$348K	Buy	4,004 +166	+4%	+$13.1K	0.26%	71
2023 Q1	$290K	Hold	3,838	–	–	0.24%	72
2022 Q4	$239K	Sell	3,838 -112	-3%	-$7.11K	0.2%	107
2022 Q3	$233K	Sell	3,950 -144	-4%	-$9.83K	0.21%	109
2022 Q2	$262K	Sell	4,094 -7,678	-65%	-$535K	0.23%	101
2022 Q1	$938K	Sell	11,772 -1,270	-10%	-$99.7K	0.69%	36
2021 Q4	$1.13M	Buy	+13,042	New	+$1.07M	0.88%	29

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WMG Financial Advisors's XLK Position: Q4 2025 in Review

WMG Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 3,344 shares — an estimated $471K sold.

WMG Financial Advisors first reported a position in XLK in Q4 2021 and held it in 16 quarters. The position peaked at $1.13M in Q4 2021. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

WMG Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 3,344 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $471K.
WMG Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 16 quarters.
WMG Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.13M in Q4 2021.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.