XLK β€” SELECT SECTOR SPDR TR TECHNOLOGY

Ownership history in WIN ADVISORS, INC  Β·  4 quarters on record

AI Ownership Summary

WIN ADVISORS, INC reported SELECT SECTOR SPDR TR TECHNOLOGY (XLK) in 4 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.31% in 2025 Q4. The latest visible filing shows XLK at 1.31% 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 WIN ADVISORS, INC's position in SELECT SECTOR SPDR TR TECHNOLOGY, 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 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 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 WIN ADVISORS, INC held XLK β€” position size vs. price
% of Fund (quarterly)    XLK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,493 +19,475 +965.1% 1.31% $3.1M 2026-02-14 (Est.) $139.39
2024 Q1 REDUCED 2,018 -10,351 -83.7% 0.19% $420K 2024-04-24 $97.77
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WIN ADVISORS, INC and XLK

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

How long has WIN ADVISORS, INC reported owning XLK?

WIN ADVISORS, INC reported XLK across 2 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported XLK position in WIN ADVISORS, INC's portfolio?

The largest reported portfolio weight for XLK was 1.31% in 2025 Q4.

What is the latest reported XLK position on this page?

The most recent filing on this page is 2025 Q4, when WIN ADVISORS, INC reported 21,493 shares, equal to 1.31% of portfolio, with an estimated market value of $3.1M.

What does the chart on this XLK ownership page compare?

The chart compares WIN ADVISORS, INC'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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