Atlanta Consulting Group Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Atlanta Consulting Group 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	$506K	Buy	3,809 +1,541	+68%	+$217K	0.11%	90
2025 Q4	$327K	Buy	2,268 +468	+26%	+$67.6K	0.07%	124
2025 Q3	$254K	Hold	1,800	–	–	0.06%	122
2025 Q2	$228K	Buy	+1,800	New	+$200K	0.06%	117
2025 Q1	–	Sell	-2,564	Closed	-$298K	–	132
2024 Q4	$298K	Sell	2,564 -21,240	-89%	-$2.47M	0.11%	100
2024 Q3	$2.69M	Buy	23,804 +22,004	+1,222%	+$2.42M	0.67%	26
2024 Q2	$204K	Sell	1,800 -446	-20%	-$47K	0.04%	113
2024 Q1	$234K	Buy	+2,246	New	+$227K	0.08%	116

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

Atlanta Consulting Group Advisors's XLK Position: Q1 2026 in Review

Atlanta Consulting Group Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 68% in Q1 2026, buying an estimated $217K and bringing the position to 3,809 shares worth $506K. The position accounts for 0.11% of the portfolio, ranked #90.

Atlanta Consulting Group Advisors first reported a position in XLK in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.69M in Q3 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Atlanta Consulting Group Advisors held 3,809 shares of State Street Technology Select Sector SPDR ETF worth $506K as of Q1 2026.
Atlanta Consulting Group Advisors bought 1,541 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $217K.
State Street Technology Select Sector SPDR ETF made up 0.11% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #90 holding.
Atlanta Consulting Group Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Atlanta Consulting Group Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.69M in Q3 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.