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

Cherry Tree 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	$28.2K	Buy	212 +192	+960%	+$27.1K	0.01%	320
2025 Q4	$2.88K	Hold	20	–	–	﹤0.01%	512
2025 Q3	$2.82K	Hold	20	–	–	﹤0.01%	505
2025 Q2	$2.53K	Hold	20	–	–	﹤0.01%	522
2025 Q1	$2.06K	Buy	+20	New	+$2.27K	﹤0.01%	629

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cherry Tree Wealth Management's XLK Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 960% in Q1 2026, buying an estimated $27.1K and bringing the position to 212 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #320.

Cherry Tree Wealth Management first reported a position in XLK in Q1 2025 and has held it in 5 quarters since. 2,415 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Cherry Tree Wealth Management held 212 shares of State Street Technology Select Sector SPDR ETF worth $28.2K as of Q1 2026.
Cherry Tree Wealth Management bought 192 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $27.1K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #320 holding.
Cherry Tree Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
2,415 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.