Carson Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Carson Advisory’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	$369K	Buy	2,775 +450	+19%	+$63.4K	0.19%	112
2025 Q4	$335K	Sell	2,325 -1	-0%	-$144	0.17%	119
2025 Q3	$328K	Buy	2,326 +160	+7%	+$21.2K	0.18%	117
2025 Q2	$274K	Hold	2,166	–	–	0.17%	127
2025 Q1	$224K	Buy	+2,166	New	+$246K	0.15%	146
2024 Q4	–	Sell	-8,256	Closed	-$932K	–	186
2024 Q3	$932K	Buy	8,256 +1,116	+16%	+$123K	0.59%	45
2024 Q2	$808K	Buy	7,140 +786	+12%	+$82.8K	0.57%	52
2024 Q1	$662K	Sell	6,354 -320	-5%	-$32.4K	0.47%	69
2023 Q4	$642K	Sell	6,674 -234	-3%	-$20.8K	0.5%	64
2023 Q3	$566K	Buy	6,908 +8	+0.1%	+$686	0.5%	70
2023 Q2	$600K	Sell	6,900 -456	-6%	-$35.9K	0.51%	65
2023 Q1	$555K	Buy	7,356 +2,368	+47%	+$163K	0.49%	67
2022 Q4	$310K	Buy	4,988 +140	+3%	+$8.89K	0.3%	92
2022 Q3	$288K	Buy	4,848 +162	+3%	+$11.1K	0.32%	81
2022 Q2	$298K	Buy	4,686 +8	+0.2%	+$557	0.33%	86
2022 Q1	$372K	Buy	4,678 +144	+3%	+$11.3K	0.37%	71
2021 Q4	$394K	Buy	+4,534	New	+$373K	0.4%	67

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

Carson Advisory's XLK Position: Q1 2026 in Review

Carson Advisory increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q1 2026, buying an estimated $63.4K and bringing the position to 2,775 shares worth $369K. The position accounts for 0.19% of the portfolio, ranked #112.

Carson Advisory first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. The position peaked at $932K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Carson Advisory held 2,775 shares of State Street Technology Select Sector SPDR ETF worth $369K as of Q1 2026.
Carson Advisory bought 450 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $63.4K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Carson Advisory's portfolio in Q1 2026, its #112 holding.
Carson Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Carson Advisory's State Street Technology Select Sector SPDR ETF position peaked at $932K in Q3 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.