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

Blue Rock 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	$1.39M	Hold	10,482	–	–	0.89%	22
2025 Q4	$1.51M	Hold	10,482	–	–	0.94%	22
2025 Q3	$1.48M	Hold	10,482	–	–	0.92%	21
2025 Q2	$1.33M	Sell	10,482 -300	-3%	-$33.3K	0.92%	21
2025 Q1	$1.11M	Buy	10,782 +2,564	+31%	+$291K	0.94%	23
2024 Q4	$955K	Buy	+8,218	New	+$956K	1%	24

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

Blue Rock Wealth Management's XLK Position: Q1 2026 in Review

Blue Rock Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 10,482 shares worth $1.39M. The position accounts for 0.89% of the portfolio, ranked #22.

Blue Rock Wealth Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Blue Rock Wealth Management held 10,482 shares of State Street Technology Select Sector SPDR ETF worth $1.39M as of Q1 2026.
Blue Rock 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 0.89% of Blue Rock Wealth Management's portfolio in Q1 2026, its #22 holding.
Blue Rock Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Blue Rock Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.51M 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 Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.