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

49 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 Q1	$281K	Sell	2,114 -4	-0.2%	-$564	0.02%	154
2025 Q4	$305K	Buy	2,118 +14	+0.7%	+$2.02K	0.02%	150
2025 Q3	$296K	Buy	+2,104	New	+$279K	0.03%	149

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

49 Wealth Management's XLK Position: Q1 2026 in Review

49 Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.19% in Q1 2026, selling an estimated $564 and leaving 2,114 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #154.

49 Wealth Management first reported a position in XLK in Q3 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

49 Wealth Management held 2,114 shares of State Street Technology Select Sector SPDR ETF worth $281K as of Q1 2026.
49 Wealth Management sold 4 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $564.
State Street Technology Select Sector SPDR ETF made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #154 holding.
49 Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
49 Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $305K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.