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

Arete 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	$4M	Sell	30,086 -1,443	-5%	-$203K	0.3%	83
2025 Q4	$4.54M	Buy	31,529 +1,621	+5%	+$234K	0.28%	82
2025 Q3	$4.21M	Buy	29,908 +6,260	+26%	+$829K	0.26%	85
2025 Q2	$2.99M	Buy	23,648 +2,548	+12%	+$283K	0.21%	99
2025 Q1	$2.18M	Buy	21,100 +4,316	+26%	+$489K	0.17%	127
2024 Q4	$1.96M	Sell	16,784 -1,106	-6%	-$129K	0.14%	144
2024 Q3	$2.01M	Buy	+17,890	New	+$1.96M	0.17%	119
2023 Q3	–	Sell	-20,266	Closed	-$1.76M	–	744
2023 Q2	$1.76M	Buy	20,266 +1,346	+7%	+$106K	0.16%	143
2023 Q1	$1.43M	Sell	18,920 -1,594	-8%	-$110K	0.12%	160
2022 Q4	$1.28B	Buy	20,514 +498	+2%	+$31.6K	0.11%	166
2022 Q3	$1.19M	Sell	20,016 -472	-2%	-$32.2K	0.12%	154
2022 Q2	$1.3M	Sell	20,488 -1,108	-5%	-$77.2K	0.13%	124
2022 Q1	$1.72M	Sell	21,596 -20,408	-49%	-$1.6M	0.14%	132
2021 Q4	$3.66M	Sell	42,004 -3,564	-8%	-$294K	0.31%	66
2021 Q3	$3.4M	Buy	45,568 +17,014	+60%	+$1.31M	0.38%	59
2021 Q2	$1.07M	Buy	28,554 +5,050	+21%	+$354K	0.15%	134
2021 Q1	$1.56M	Sell	23,504 -15,694	-40%	-$1.04M	0.2%	108
2020 Q4	$2.53M	Sell	39,198 -24,362	-38%	-$1.48M	0.36%	65
2020 Q3	$3.68M	Buy	63,560 +28,726	+82%	+$1.62M	0.55%	40
2020 Q2	$1.82M	Buy	+34,834	New	+$1.64M	0.32%	83
2020 Q1	–	Sell	-18,894	Closed	-$866K	–	423
2019 Q4	$866K	Buy	18,894 +11,790	+166%	+$505K	0.15%	153
2019 Q3	$286K	Buy	+7,104	New	+$284K	0.05%	298
2018 Q3	–	Sell	-5,830	Closed	-$203K	–	396
2018 Q2	$203K	Buy	+5,830	New	+$200K	0.05%	344
2017 Q2	–	Sell	-12,684	Closed	-$338K	–	241
2017 Q1	$338K	Buy	+12,684	New	+$327K	0.15%	142
2016 Q4	–	Sell	-26,200	Closed	-$626K	–	202
2016 Q3	$626K	Buy	+26,200	New	+$609K	0.36%	71
2016 Q1	–	Sell	-14,656	Closed	-$314K	–	164
2015 Q4	$314K	Buy	+14,656	New	+$316K	0.19%	89
2014 Q4	–	Sell	-31,844	Closed	-$635K	–	162
2014 Q3	$635K	Buy	31,844 +18,994	+148%	+$376K	0.48%	46
2014 Q2	$246K	Sell	12,850 -98	-0.8%	-$1.81K	0.19%	99
2014 Q1	$235K	Buy	12,948 +56	+0.4%	+$1K	0.22%	86
2013 Q4	$230K	Buy	+12,892	New	+$218K	0.23%	86

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

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

Arete Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.6% in Q1 2026, selling an estimated $203K and leaving 30,086 shares worth $4M. The position accounts for 0.3% of the portfolio, ranked #83.

Arete Wealth Advisors first reported a position in XLK in Q4 2013 and has held it in 30 quarters since. The position peaked at $1.28B in Q4 2022. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Arete Wealth Advisors held 30,086 shares of State Street Technology Select Sector SPDR ETF worth $4M as of Q1 2026.
Arete Wealth Advisors sold 1,443 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $203K.
State Street Technology Select Sector SPDR ETF made up 0.3% of Arete Wealth Advisors's portfolio in Q1 2026, its #83 holding.
Arete Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 30 quarters since.
Arete Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.28B in Q4 2022.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.