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

Atlas Private 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	$1.55M	Buy	11,678 +480	+4%	+$67.6K	0.37%	45
2025 Q4	$1.61M	Buy	11,198 +92	+0.8%	+$13.3K	0.38%	43
2025 Q3	$1.57M	Sell	11,106 -10,856	-49%	-$1.44M	0.38%	46
2025 Q2	$2.78M	Sell	21,962 -274	-1%	-$30.4K	0.36%	49
2025 Q1	$2.3M	Sell	22,236 -1,328	-6%	-$151K	0.32%	47
2024 Q4	$2.74M	Sell	23,564 -1,756	-7%	-$204K	0.39%	40
2024 Q3	$2.86M	Sell	25,320 -28	-0.1%	-$3.07K	0.41%	32
2024 Q2	$2.87M	Buy	25,348 +13,050	+106%	+$1.37M	0.47%	29
2024 Q1	$1.28M	Sell	12,298 -12,722	-51%	-$1.29M	0.43%	31
2023 Q4	$2.41M	Buy	25,020 +3,812	+18%	+$339K	0.45%	28
2023 Q3	$1.74M	Buy	21,208 +1,328	+7%	+$114K	0.33%	53
2023 Q2	$1.73M	Buy	19,880 +10,110	+103%	+$797K	0.35%	53
2023 Q1	$738K	Buy	9,770 +996	+11%	+$68.5K	0.34%	59
2022 Q4	$546K	Sell	8,774 -844	-9%	-$53.6K	0.29%	74
2022 Q3	$571K	Buy	9,618 +1,130	+13%	+$77.1K	0.34%	73
2022 Q2	$539K	Buy	8,488 +456	+6%	+$31.8K	0.32%	77
2022 Q1	$638K	Buy	8,032 +1,136	+16%	+$89.2K	0.28%	78
2021 Q4	$599K	Sell	6,896 -570	-8%	-$46.9K	0.28%	83
2021 Q3	$557K	Sell	7,466 -490	-6%	-$37.8K	0.29%	82
2021 Q2	$587K	Sell	7,956 -264	-3%	-$18.5K	0.32%	74
2021 Q1	$546K	Sell	8,220 -184	-2%	-$12.1K	0.3%	71
2020 Q4	$546K	Sell	8,404 -50	-0.6%	-$3.04K	0.37%	61
2020 Q3	$493K	Sell	8,454 -782	-8%	-$44.2K	0.41%	55
2020 Q2	$483K	Buy	+9,236	New	+$434K	0.43%	54

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

Atlas Private Wealth Advisors's XLK Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.3% in Q1 2026, buying an estimated $67.6K and bringing the position to 11,678 shares worth $1.55M. The position accounts for 0.37% of the portfolio, ranked #45.

Atlas Private Wealth Advisors first reported a position in XLK in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.87M in Q2 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Atlas Private Wealth Advisors held 11,678 shares of State Street Technology Select Sector SPDR ETF worth $1.55M as of Q1 2026.
Atlas Private Wealth Advisors bought 480 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $67.6K.
State Street Technology Select Sector SPDR ETF made up 0.37% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #45 holding.
Atlas Private Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
Atlas Private Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.87M in Q2 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.