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

AmeriServ Wealth Advisors’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	$1.17M	Sell	8,800 -771	-8%	-$109K	0.75%	15
2025 Q4	$1.38M	Sell	9,571 -693	-7%	-$100K	0.8%	14
2025 Q3	$1.45M	Sell	10,264 -980	-9%	-$130K	0.73%	15
2025 Q2	$1.42M	Buy	11,244 +1,580	+16%	+$175K	0.7%	20
2025 Q1	$998K	Buy	+9,664	New	+$1.1M	0.58%	25

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

AmeriServ Wealth Advisors's XLK Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q1 2026, selling an estimated $109K and leaving 8,800 shares worth $1.17M. The position accounts for 0.75% of the portfolio, ranked #15.

AmeriServ Wealth Advisors first reported a position in XLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q3 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

AmeriServ Wealth Advisors held 8,800 shares of State Street Technology Select Sector SPDR ETF worth $1.17M as of Q1 2026.
AmeriServ Wealth Advisors sold 771 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
State Street Technology Select Sector SPDR ETF made up 0.75% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #15 holding.
AmeriServ Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
AmeriServ Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.45M in Q3 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.