XLK — TECHNOLOGY SELECT SECTOR SPDR FUND

Ownership history in Global Wealth Strategies & Associates  ·  13 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in TECHNOLOGY SELECT SECTOR SPDR FUND (XLK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.26% (2025 Q4)
Avg. % of fund
0.14%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,192 +4,501 +167.3% 0.26% $1.0M $143.97
2025 Q3 ADDED 2,691 +841 +45.5% 0.20% $758K $140.72
2025 Q2 REDUCED 1,850 -9 -0.5% 0.13% $468K $126.26
2025 Q1 ADDED 1,859 +309 +19.9% 0.12% $384K $102.78
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLK price (monthly, adj. close)

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%
← Back to Global Wealth Strategies & Associates Holdings