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

Alaethes Wealth’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	$437K	Sell	3,288 -454	-12%	-$64K	0.12%	96
2025 Q4	$539K	Buy	3,742 +106	+3%	+$15.3K	0.15%	90
2025 Q3	$512K	Sell	3,636 -30	-0.8%	-$3.97K	0.15%	88
2025 Q2	$464K	Sell	3,666 -7,370	-67%	-$818K	0.14%	86
2025 Q1	$1.14M	Sell	11,036 -86	-0.8%	-$9.75K	0.42%	83
2024 Q4	$1.29M	Sell	11,122 -100	-0.9%	-$11.6K	0.46%	80
2024 Q3	$1.27M	Sell	11,222 -2,252	-17%	-$247K	0.47%	84
2024 Q2	$1.52M	Buy	13,474 +124	+0.9%	+$13.1K	0.63%	61
2024 Q1	$1.39M	Buy	13,350 +44	+0.3%	+$4.45K	0.61%	67
2023 Q4	$1.28M	Buy	13,306 +536	+4%	+$47.7K	0.61%	68
2023 Q3	$1.05M	Sell	12,770 -1,060	-8%	-$90.9K	0.57%	73
2023 Q2	$1.2M	Buy	13,830 +6,164	+80%	+$486K	0.66%	61
2023 Q1	$579K	Sell	7,666 -1,050	-12%	-$72.3K	0.34%	88
2022 Q4	$542K	Buy	8,716 +1,206	+16%	+$76.6K	0.37%	82
2022 Q3	$446K	Sell	7,510 -44	-0.6%	-$3K	0.33%	86
2022 Q2	$480K	Buy	7,554 +154	+2%	+$10.7K	0.36%	83
2022 Q1	$588K	Buy	7,400 +954	+15%	+$74.9K	0.37%	82
2021 Q4	$560K	Sell	6,446 -302	-4%	-$24.9K	0.35%	79
2021 Q3	$504K	Buy	6,748 +424	+7%	+$32.7K	0.37%	78
2021 Q2	$467K	Buy	6,324 +954	+18%	+$66.8K	0.36%	76
2021 Q1	$357K	Buy	+5,370	New	+$354K	0.33%	78

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

Alaethes Wealth's XLK Position: Q1 2026 in Review

Alaethes Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q1 2026, selling an estimated $64K and leaving 3,288 shares worth $437K. The position accounts for 0.12% of the portfolio, ranked #96.

Alaethes Wealth first reported a position in XLK in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.52M in Q2 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Alaethes Wealth held 3,288 shares of State Street Technology Select Sector SPDR ETF worth $437K as of Q1 2026.
Alaethes Wealth sold 454 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $64K.
State Street Technology Select Sector SPDR ETF made up 0.12% of Alaethes Wealth's portfolio in Q1 2026, its #96 holding.
Alaethes Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Alaethes Wealth's State Street Technology Select Sector SPDR ETF position peaked at $1.52M in Q2 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.