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

Able 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	$295K	Sell	2,218 -7	-0.3%	-$986	0.08%	98
2025 Q4	$320K	Sell	2,225 -305	-12%	-$44K	0.1%	89
2025 Q3	$357K	Buy	2,530 +10	+0.4%	+$1.32K	0.13%	81
2025 Q2	$319K	Buy	2,520 +78	+3%	+$8.66K	0.16%	85
2025 Q1	$252K	Buy	+2,442	New	+$277K	0.15%	85
2024 Q1	–	Sell	-236	Closed	-$22.6K	–	585
2023 Q4	$22.6K	Buy	+236	New	+$21K	0.02%	192

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

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

Able Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.31% in Q1 2026, selling an estimated $986 and leaving 2,218 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #98.

Able Wealth Management first reported a position in XLK in Q4 2023 and has held it in 6 quarters since. The position peaked at $357K in Q3 2025. 2,403 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Able Wealth Management held 2,218 shares of State Street Technology Select Sector SPDR ETF worth $295K as of Q1 2026.
Able Wealth Management sold 7 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $986.
State Street Technology Select Sector SPDR ETF made up 0.08% of Able Wealth Management's portfolio in Q1 2026, its #98 holding.
Able Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
Able Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $357K in Q3 2025.
2,403 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.