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

Calamos 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	$1.14M	Sell	8,576 -1,440	-14%	-$203K	0.04%	185
2025 Q4	$1.44M	Sell	10,016 -300	-3%	-$43.3K	0.05%	154
2025 Q3	$1.45M	Buy	10,316 +200	+2%	+$26.5K	0.05%	155
2025 Q2	$1.28M	Buy	10,116 +252	+3%	+$28K	0.05%	146
2025 Q1	$1.02M	Buy	9,864 +4,832	+96%	+$548K	0.05%	145
2024 Q4	$585K	Buy	5,032 +2	+0%	+$233	0.03%	199
2024 Q3	$568K	Hold	5,030	–	–	0.03%	206
2024 Q2	$569K	Sell	5,030 -8,838	-64%	-$931K	0.03%	192
2024 Q1	$1.44M	Buy	13,868 +106	+0.8%	+$10.7K	0.08%	121
2023 Q4	$1.32M	Buy	13,762 +2	+0%	+$178	0.08%	119
2023 Q3	$1.13M	Buy	13,760 +2	+0%	+$172	0.09%	131
2023 Q2	$1.2M	Buy	13,758 +596	+5%	+$47K	0.09%	128
2023 Q1	$994K	Hold	13,162	–	–	0.08%	137
2022 Q4	$819K	Buy	13,162 +2	+0%	+$127	0.06%	155
2022 Q3	$782K	Buy	13,160 +2	+0%	+$136	0.07%	156
2022 Q2	$836K	Buy	13,158 +2	+0%	+$139	0.07%	152
2022 Q1	$1.04M	Buy	13,156 +2	+0%	+$157	0.08%	153
2021 Q4	$1.14M	Hold	13,154	–	–	0.08%	154
2021 Q3	$982K	Buy	13,154 +600	+5%	+$46.3K	0.08%	162
2021 Q2	$927K	Hold	12,554	–	–	0.07%	168
2021 Q1	$834K	Hold	12,554	–	–	0.07%	172
2020 Q4	$816K	Sell	12,554 -998	-7%	-$60.8K	0.07%	163
2020 Q3	$791K	Sell	13,552 -556	-4%	-$31.4K	0.09%	145
2020 Q2	$737K	Hold	14,108	–	–	0.09%	144
2020 Q1	$567K	Hold	14,108	–	–	0.09%	141
2019 Q4	$647K	Buy	14,108 +2,242	+19%	+$96K	0.08%	148
2019 Q3	$478K	Hold	11,866	–	–	0.06%	169
2019 Q2	$463K	Hold	11,866	–	–	0.06%	168
2019 Q1	$439K	Hold	11,866	–	–	0.06%	165
2018 Q4	$368K	Hold	11,866	–	–	0.06%	174
2018 Q3	$447K	Buy	11,866 +586	+5%	+$21.5K	0.06%	160
2018 Q2	$392K	Hold	11,280	–	–	0.05%	165
2018 Q1	$369K	Buy	+11,280	New	+$379K	0.05%	172

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

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

Calamos Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q1 2026, selling an estimated $203K and leaving 8,576 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #185.

Calamos Wealth Management first reported a position in XLK in Q1 2018 and has held it in 33 quarters since. The position peaked at $1.45M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Calamos Wealth Management held 8,576 shares of State Street Technology Select Sector SPDR ETF worth $1.14M as of Q1 2026.
Calamos Wealth Management sold 1,440 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $203K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Calamos Wealth Management's portfolio in Q1 2026, its #185 holding.
Calamos Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 33 quarters since.
Calamos Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.45M in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.