1900 Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

1900 Wealth Management’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
2026 Q2	$2.25M	Buy	11,835 +1,106	+10%	+$189K	0.13%	80
2026 Q1	$1.43M	Buy	10,729 +319	+3%	+$45K	0.09%	90
2025 Q4	$1.5M	Buy	10,410 +14	+0.1%	+$2.02K	0.1%	91
2025 Q3	$1.47M	Buy	10,396 +12	+0.1%	+$1.59K	0.1%	83
2025 Q2	$1.31M	Buy	10,384 +16	+0.2%	+$1.78K	0.1%	82
2025 Q1	$1.07M	Sell	10,368 -254	-2%	-$28.8K	0.09%	93
2024 Q4	$1.23M	Sell	10,622 -192	-2%	-$22.3K	0.1%	85
2024 Q3	$1.22M	Sell	10,814 -162	-1%	-$17.8K	0.1%	87
2024 Q2	$1.24M	Sell	10,976 -184	-2%	-$19.4K	0.12%	82
2024 Q1	$1.16M	Sell	11,160 -128	-1%	-$12.9K	0.11%	100
2023 Q4	$1.09M	Hold	11,288	–	–	0.1%	135
2023 Q3	$925K	Hold	11,288	–	–	0.09%	142
2023 Q2	$981K	Hold	11,288	–	–	0.1%	122
2023 Q1	$702K	Hold	11,288	–	–	0.08%	136
2022 Q4	$702K	Hold	11,288	–	–	0.08%	135
2022 Q3	$670K	Sell	11,288 -476	-4%	-$32.5K	0.08%	134
2022 Q2	$748K	Hold	11,764	–	–	0.08%	132
2022 Q1	$935K	Sell	11,764 -264	-2%	-$20.7K	0.09%	126
2021 Q4	$1.05M	Hold	12,028	–	–	0.09%	129
2021 Q3	$898K	Hold	12,028	–	–	0.09%	131
2021 Q2	$888K	Buy	12,028 +1,500	+14%	+$105K	0.09%	123
2021 Q1	$699K	Buy	+10,528	New	+$695K	0.05%	116

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

1900 Wealth Management's XLK Position: Q2 2026 in Review

1900 Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 10% in Q2 2026, buying an estimated $189K and bringing the position to 11,835 shares worth $2.25M. The position accounts for 0.13% of the portfolio, ranked #80.

1900 Wealth Management first reported a position in XLK in Q1 2021 and has held it in 22 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

1900 Wealth Management held 11,835 shares of State Street Technology Select Sector SPDR ETF worth $2.25M as of Q2 2026.
1900 Wealth Management bought 1,106 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $189K.
State Street Technology Select Sector SPDR ETF made up 0.13% of 1900 Wealth Management's portfolio in Q2 2026, its #80 holding.
1900 Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.