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Wood Tarver Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-124
Closed -$15K – 665
2025
Q2 		$15K Hold
124
– – ﹤0.01% 388
2025
Q1 		$12.8K Hold
124
– – ﹤0.01% 391
2024
Q4 		$14K Buy
+124
New +$14.4K ﹤0.01% 382

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wood Tarver Financial Group's XLK Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2025, closing a stake of 124 shares — an estimated $15K sold.

Wood Tarver Financial Group first reported a position in XLK in Q4 2024 and held it in 3 quarters. The position peaked at $15K in Q2 2025. 2,290 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 124 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $15K.
  • Wood Tarver Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $15K in Q2 2025.
  • 2,290 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.