Asset Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Asset Management Group’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	$736K	Buy	5,540 +7	+0.1%	+$986	0.12%	97
2025 Q4	$797K	Buy	5,533 +75	+1%	+$10.8K	0.13%	94
2025 Q3	$769K	Buy	5,458 +6	+0.1%	+$795	0.13%	96
2025 Q2	$690K	Sell	5,452 -34	-0.6%	-$3.77K	0.12%	99
2025 Q1	$566K	Buy	5,486 +1,148	+26%	+$130K	0.1%	104
2024 Q4	$504K	Buy	4,338 +230	+6%	+$26.8K	0.09%	104
2024 Q3	$464K	Buy	+4,108	New	+$451K	0.08%	105

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

Asset Management Group's XLK Position: Q1 2026 in Review

Asset Management Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.13% in Q1 2026, buying an estimated $986 and bringing the position to 5,540 shares worth $736K. The position accounts for 0.12% of the portfolio, ranked #97.

Asset Management Group first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $797K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Asset Management Group held 5,540 shares of State Street Technology Select Sector SPDR ETF worth $736K as of Q1 2026.
Asset Management Group bought 7 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $986.
State Street Technology Select Sector SPDR ETF made up 0.12% of Asset Management Group's portfolio in Q1 2026, its #97 holding.
Asset Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Asset Management Group's State Street Technology Select Sector SPDR ETF position peaked at $797K in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.