Ackerman Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ackerman Asset 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	$1.33M	Hold	9,992	–	–	0.93%	11
2025 Q4	$1.44M	Hold	9,992	–	–	0.96%	11
2025 Q3	$1.41M	Hold	9,992	–	–	1.01%	10
2025 Q2	$1.27M	Hold	9,992	–	–	1.01%	9
2025 Q1	$1.03M	Buy	+9,992	New	+$1.13M	0.93%	10

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

Ackerman Asset Management's XLK Position: Q1 2026 in Review

Ackerman Asset Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 9,992 shares worth $1.33M. The position accounts for 0.93% of the portfolio, ranked #11.

Ackerman Asset Management first reported a position in XLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.44M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Ackerman Asset Management held 9,992 shares of State Street Technology Select Sector SPDR ETF worth $1.33M as of Q1 2026.
Ackerman Asset Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.93% of Ackerman Asset Management's portfolio in Q1 2026, its #11 holding.
Ackerman Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
Ackerman Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $1.44M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Ackerman Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.