CG
XLK icon

CFO4Life Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

CFO4Life Group’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 		– Sell
-1,888
Closed -$272K – 247
2025
Q4 		$272K Hold
1,888
– – 0.04% 189
2025
Q3 		$266K Hold
1,888
– – 0.04% 188
2025
Q2 		$239K Sell
1,888
-462
-20% -$51.3K 0.04% 196
2025
Q1 		$243K Buy
2,350
+150
+7% +$17K 0.04% 180
2024
Q4 		$256K Hold
2,200
– – 0.04% 174
2024
Q3 		$248K Sell
2,200
-1,170
-35% -$128K 0.04% 176
2024
Q2 		$381K Buy
3,370
+1,170
+53% +$123K 0.07% 133
2024
Q1 		$229K Sell
2,200
-76
-3% -$7.69K 0.04% 171
2023
Q4 		$219K Buy
+2,276
New +$203K 0.04% 163

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CFO4Life Group's XLK Position: Q1 2026 in Review

CFO4Life Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 1,888 shares — an estimated $272K sold.

CFO4Life Group first reported a position in XLK in Q4 2023 and held it in 9 quarters. The position peaked at $381K in Q2 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • CFO4Life Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • CFO4Life Group sold 1,888 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $272K.
  • CFO4Life Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 9 quarters.
  • CFO4Life Group's State Street Technology Select Sector SPDR ETF position peaked at $381K in Q2 2024.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.