WorthPointe’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WorthPointe’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	-6,852	Closed	-$966K	–	138
2025 Q3	$966K	Buy	+6,852	New	+$907K	0.36%	39
2024 Q2	–	Sell	-7,436	Closed	-$774K	–	76
2024 Q1	$774K	Buy	+7,436	New	+$752K	0.39%	29
2023 Q3	–	Sell	-8,352	Closed	-$726K	–	71
2023 Q2	$726K	Buy	+8,352	New	+$658K	0.44%	31

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

WorthPointe's XLK Position: Q4 2025 in Review

WorthPointe sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 6,852 shares — an estimated $966K sold.

WorthPointe first reported a position in XLK in Q2 2023 and held it in 3 quarters. The position peaked at $966K in Q3 2025. 2,480 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

WorthPointe reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
WorthPointe sold 6,852 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $966K.
WorthPointe first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and held it in 3 quarters.
WorthPointe's State Street Technology Select Sector SPDR ETF position peaked at $966K in Q3 2025.
2,480 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on WorthPointe's 13F filing for Q4 2025, filed 26 Jan 2026.