XLK — TECHNOLOGY SELECT SECTOR SPDR FUND

Ownership history in Bellwether Advisors, LLC  ·  18 quarters on record

AI Ownership Summary

Bellwether Advisors, LLC reported TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 19.44% in 2024 Q4. The latest visible filing shows XLK at 11.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bellwether Advisors, LLC's position in TECHNOLOGY SELECT SECTOR SPDR FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLK was reported at 11.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.44% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XLK stock page Bellwether Advisors, LLC fund profile Bellwether Advisors, LLC full holdings
How Bellwether Advisors, LLC held XLK — position size vs. price
% of Fund (quarterly)    XLK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 488,352 +222,829 +83.9% 11.22% $70.3M 2026-02-14 (Est.) $139.39
2025 Q3 ADDED 265,523 +615 +0.2% 12.37% $74.8M 2025-11-12 $146.56
2025 Q2 REDUCED 264,908 -84,243 -24.1% 11.46% $67.1M 2025-08-11 $131.53
2025 Q1 REDUCED 349,151 -118,447 -25.3% 15.06% $72.1M 2025-05-07 $107.29
2024 Q4 ADDED 467,598 +149,960 +47.2% 19.44% $108.7M 2025-02-14 $119.09
2024 Q3 REDUCED 317,638 -1,790 -0.6% 13.77% $71.7M 2024-11-08 $117.51
2024 Q2 ADDED 319,428 +28,481 +9.8% 15.16% $72.3M 2024-08-01 $104.18
2024 Q1 ADDED 290,947 +21,348 +7.9% 13.31% $60.6M 2024-05-06 $101.18
2023 Q4 REDUCED 269,599 -64,548 -19.3% 12.76% $51.9M 2024-01-12 $94.76
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XLK

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 28.25% IMZ Advisory Inc 26.43% TIFF ADVISORY SERVICES, LLC 3Y 7Y 15.4% SOUTHERN CAPITAL SERVICES INC /ADV 15.19% PTM WEALTH MANAGEMENT, LLC 14.72% Cerity Partners OCIO LLC 3Y 7Y 13.25% Conservest Capital Advisors, Inc. 3Y 7Y 11.97% Biltmore Wealth Management, LLC 3Y 7Y 11.87% Cooksen Wealth, LLC 11.86% Fox Financial, Inc 11.74%

FAQ About Bellwether Advisors, LLC and XLK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bellwether Advisors, LLC reported owning XLK?

Bellwether Advisors, LLC reported XLK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLK position in Bellwether Advisors, LLC's portfolio?

The largest reported portfolio weight for XLK was 19.44% in 2024 Q4.

What is the latest reported XLK position on this page?

The most recent filing on this page is 2025 Q4, when Bellwether Advisors, LLC reported 488,352 shares, equal to 11.22% of portfolio, with an estimated market value of $70.3M.

What does the chart on this XLK ownership page compare?

The chart compares Bellwether Advisors, LLC's quarterly XLK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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