Avaii Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Avaii Wealth Management’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	$247K	Hold	1,860	–	–	0.09%	139
2025 Q4	$268K	Hold	1,860	–	–	0.1%	121
2025 Q3	$262K	Hold	1,860	–	–	0.1%	120
2025 Q2	$235K	Buy	+1,860	New	+$206K	0.1%	115
2025 Q1	–	Sell	-1,860	Closed	-$216K	–	140
2024 Q4	$216K	Hold	1,860	–	–	0.11%	121
2024 Q3	$210K	Sell	1,860 -34	-2%	-$3.73K	0.11%	125
2024 Q2	$214K	Buy	+1,894	New	+$199K	0.12%	134

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

Avaii Wealth Management's XLK Position: Q1 2026 in Review

Avaii Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,860 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #139.

Avaii Wealth Management first reported a position in XLK in Q2 2024 and has held it in 7 quarters since. The position peaked at $268K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Avaii Wealth Management held 1,860 shares of State Street Technology Select Sector SPDR ETF worth $247K as of Q1 2026.
Avaii Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.09% of Avaii Wealth Management's portfolio in Q1 2026, its #139 holding.
Avaii Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
Avaii Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $268K 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 Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.