Atlantic Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Atlantic Private Wealth’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	$269K	Hold	2,025	–	–	0.18%	54
2025 Q4	$292K	Buy	2,025 +1	+0%	+$144	0.19%	50
2025 Q3	$285K	Hold	2,024	–	–	0.18%	43
2025 Q2	$256K	Hold	2,024	–	–	0.17%	45
2025 Q1	$209K	Buy	2,024 +406	+25%	+$46K	0.15%	55
2024 Q4	$188K	Hold	1,618	–	–	0.14%	46
2024 Q3	$183K	Hold	1,618	–	–	0.14%	46
2024 Q2	$183K	Hold	1,618	–	–	0.15%	40
2024 Q1	$168K	Hold	1,618	–	–	0.14%	43
2023 Q4	$156K	Hold	1,618	–	–	0.14%	43
2023 Q3	$133K	Hold	1,618	–	–	0.13%	38
2023 Q2	$141K	Buy	1,618 +1,400	+642%	+$110K	0.14%	40
2023 Q1	$16.5K	Buy	+218	New	+$15K	0.02%	69

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

Atlantic Private Wealth's XLK Position: Q1 2026 in Review

Atlantic Private Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,025 shares worth $269K. The position accounts for 0.18% of the portfolio, ranked #54.

Atlantic Private Wealth first reported a position in XLK in Q1 2023 and has held it in 13 quarters since. The position peaked at $292K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Atlantic Private Wealth held 2,025 shares of State Street Technology Select Sector SPDR ETF worth $269K as of Q1 2026.
Atlantic Private Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.18% of Atlantic Private Wealth's portfolio in Q1 2026, its #54 holding.
Atlantic Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Atlantic Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $292K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.