BOLTON SECURITIES CORPORATION’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

BOLTON SECURITIES CORPORATION’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	$2.14M	Buy	+20,706	New	+$2.35M	0.13%	195

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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XLK Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025: 20,706 shares worth $2.14M. The stake represents 0.13% of the portfolio and ranks #195 among its holdings.

2,143 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

BOLTON SECURITIES CORPORATION held 20,706 shares of State Street Technology Select Sector SPDR ETF worth $2.14M as of Q1 2025.
State Street Technology Select Sector SPDR ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
State Street Technology Select Sector SPDR ETF made up 0.13% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #195 holding.
2,143 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.