XLK β€” SELECT SECTOR SPDR TR

Ownership history in Solutions 4 Wealth, Ltd  Β·  9 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported SELECT SECTOR SPDR TR (XLK) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.15% in 2023 Q4. The latest visible filing shows XLK at 5.39% 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.

What this XLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd's position in SELECT SECTOR SPDR TR, 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 5.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.15% in 2023 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.

How Solutions 4 Wealth, Ltd held XLK β€” position size vs. price
% of Fund (quarterly)    XLK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,775 +12,389 +100.0% 5.39% $3.6M 2026-02-14 (Est.) $139.39
2025 Q3 REDUCED 12,386 -37 -0.3% 5.42% $3.5M 2025-11-04 $146.57
2025 Q2 ADDED 12,423 +513 +4.3% 5.24% $3.1M 2025-08-13 $133.61
2025 Q1 REDUCED 11,910 -173 -1.4% 4.34% $2.5M 2025-05-09 $108.18
2024 Q4 ADDED 12,083 +161 +1.4% 5.09% $2.8M 2025-01-28 $115.95
2024 Q3 REDUCED 11,922 -134 -1.1% 5.26% $2.7M 2024-11-14 $116.20
2024 Q2 REDUCED 12,056 -829 -6.4% 6.18% $2.7M 2024-08-14 $106.26
2024 Q1 REDUCED 12,885 -78 -0.6% 7.54% $2.7M 2024-05-02 $97.29
2023 Q4 INITIATED 12,963 β€” β€” 8.15% $2.5M 2024-02-06 $99.45

FAQ About Solutions 4 Wealth, Ltd and XLK

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

How long has Solutions 4 Wealth, Ltd reported owning XLK?

Solutions 4 Wealth, Ltd reported XLK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XLK position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for XLK was 8.15% in 2023 Q4.

What is the latest reported XLK position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 24,775 shares, equal to 5.39% of portfolio, with an estimated market value of $3.6M.

What does the chart on this XLK ownership page compare?

The chart compares Solutions 4 Wealth, Ltd'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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