Allie Family Office’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Allie Family Office’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	$654K	Sell	4,572 -1,001	-18%	-$141K	0.29%	48
2025 Q4	$1.1M	Sell	5,573 -2,065	-27%	-$298K	0.51%	33
2025 Q3	$1.08M	Buy	+7,638	New	+$1.01M	0.51%	33
2025 Q1	–	Sell	-2,932	Closed	-$341K	–	102
2024 Q4	$341K	Hold	2,932	–	–	0.19%	63
2024 Q3	$331K	Hold	2,932	–	–	0.18%	62
2024 Q2	$332K	Hold	2,932	–	–	0.2%	61
2024 Q1	$303K	Hold	2,932	–	–	0.18%	59
2023 Q4	$282K	Buy	+2,932	New	+$261K	0.2%	55
2023 Q3	–	Sell	-2,932	Closed	-$255K	–	76
2023 Q2	$255K	Hold	2,932	–	–	0.18%	60
2023 Q1	$221K	Buy	+2,932	New	+$202K	0.17%	65

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

Allie Family Office's XLK Position: Q1 2026 in Review

Allie Family Office reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q1 2026, selling an estimated $141K and leaving 4,572 shares worth $654K. The position accounts for 0.29% of the portfolio, ranked #48.

Allie Family Office first reported a position in XLK in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Allie Family Office held 4,572 shares of State Street Technology Select Sector SPDR ETF worth $654K as of Q1 2026.
Allie Family Office sold 1,001 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $141K.
State Street Technology Select Sector SPDR ETF made up 0.29% of Allie Family Office's portfolio in Q1 2026, its #48 holding.
Allie Family Office first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 10 quarters since.
Allie Family Office's State Street Technology Select Sector SPDR ETF position peaked at $1.1M 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 Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.