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

Angeles 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	$473K	Sell	3,556 -500	-12%	-$70.5K	0.03%	239
2025 Q4	$584K	Buy	4,056 +500	+14%	+$72.2K	0.03%	184
2025 Q3	$501K	Hold	3,556	–	–	0.03%	183
2025 Q2	$450K	Buy	3,556 +3,064	+623%	+$340K	0.03%	195
2025 Q1	$50.8K	Hold	492	–	–	﹤0.01%	330
2024 Q4	$57.2K	Sell	492 -10	-2%	-$1.16K	﹤0.01%	336
2024 Q3	$56.7K	Hold	502	–	–	﹤0.01%	296
2024 Q2	$56.8K	Sell	502 -82	-14%	-$8.63K	0.01%	259
2024 Q1	$60.8K	Buy	584 +292	+100%	+$29.5K	0.01%	249
2023 Q4	$28.1K	Buy	292 +82	+39%	+$7.3K	﹤0.01%	235
2023 Q3	$17.2K	Hold	210	–	–	﹤0.01%	215
2023 Q2	$18.3K	Hold	210	–	–	﹤0.01%	210
2023 Q1	$15.9K	Hold	210	–	–	﹤0.01%	199
2022 Q4	$13.1K	Buy	+210	New	+$13.3K	﹤0.01%	203

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

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

Angeles Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q1 2026, selling an estimated $70.5K and leaving 3,556 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #239.

Angeles Wealth Management first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $584K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Angeles Wealth Management held 3,556 shares of State Street Technology Select Sector SPDR ETF worth $473K as of Q1 2026.
Angeles Wealth Management sold 500 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $70.5K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #239 holding.
Angeles Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Angeles Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $584K 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 Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.