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

BlackDiamond 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	$2.57M	Buy	19,365 +144	+0.7%	+$20.3K	1.24%	18
2025 Q4	$2.76M	Buy	19,221 +281	+1%	+$40.6K	1.34%	21
2025 Q3	$2.67M	Sell	18,940 -438	-2%	-$58K	1.46%	21
2025 Q2	$2.43M	Sell	19,378 -1,992	-9%	-$221K	1.4%	20
2025 Q1	$2.32M	Buy	21,370 +1,310	+7%	+$149K	1.57%	17
2024 Q4	$2.33M	Sell	20,060 -58	-0.3%	-$6.75K	1.35%	22
2024 Q3	$2.38M	Sell	20,118 -3,122	-13%	-$343K	1.44%	23
2024 Q2	$2.38M	Buy	23,240 +760	+3%	+$80K	1.56%	18
2024 Q1	$2.34M	Buy	22,480 +1,196	+6%	+$121K	1.67%	16
2023 Q4	$2.16M	Sell	21,284 -324	-1%	-$28.8K	1.58%	16
2023 Q3	$1.76M	Buy	21,608 +5,922	+38%	+$508K	1.59%	19
2023 Q2	$1.4M	Sell	15,686 -11,014	-41%	-$868K	1.18%	24
2023 Q1	$1.92M	Buy	26,700 +5,748	+27%	+$396K	1.97%	14
2022 Q4	$1.33M	Buy	20,952 +1,114	+6%	+$70.7K	1.51%	20
2022 Q3	$1.27M	Buy	+19,838	New	+$1.35M	1.53%	20
2022 Q2	–	Sell	-10,444	Closed	-$830K	–	132
2022 Q1	$830K	Sell	10,444 -5,494	-34%	-$431K	0.99%	26
2021 Q4	$1.39M	Buy	+15,938	New	+$1.31M	1.59%	19

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

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

BlackDiamond Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.75% in Q1 2026, buying an estimated $20.3K and bringing the position to 19,365 shares worth $2.57M. The position accounts for 1.24% of the portfolio, ranked #18.

BlackDiamond Wealth Management first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.76M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

BlackDiamond Wealth Management held 19,365 shares of State Street Technology Select Sector SPDR ETF worth $2.57M as of Q1 2026.
BlackDiamond Wealth Management bought 144 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $20.3K.
State Street Technology Select Sector SPDR ETF made up 1.24% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #18 holding.
BlackDiamond Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
BlackDiamond Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $2.76M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.