Woodley Farra Manion Portfolio Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Woodley Farra Manion Portfolio 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 Q2	–	Sell	-2,174	Closed	-$224K	–	125
2025 Q1	$224K	Buy	+2,174	New	+$246K	0.01%	102
2020 Q3	–	Sell	-164	Closed	-$9K	–	405
2020 Q2	$9K	Buy	+164	New	+$7.71K	﹤0.01%	282

Other funds holding XLK

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

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

Woodley Farra Manion Portfolio Management's XLK Position: Q2 2025 in Review

Woodley Farra Manion Portfolio Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2025, closing a stake of 2,174 shares — an estimated $224K sold.

Woodley Farra Manion Portfolio Management first reported a position in XLK in Q2 2020 and held it in 2 quarters. The position peaked at $224K in Q1 2025. 2,210 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Woodley Farra Manion Portfolio Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Woodley Farra Manion Portfolio Management sold 2,174 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $224K.
Woodley Farra Manion Portfolio Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and held it in 2 quarters.
Woodley Farra Manion Portfolio Management's State Street Technology Select Sector SPDR ETF position peaked at $224K in Q1 2025.
2,210 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2025, filed 8 Aug 2025.