Claro Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Claro Advisors’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	$607K	Sell	4,566 -1,406	-24%	-$198K	0.07%	205
2025 Q4	$860K	Buy	5,972 +642	+12%	+$92.7K	0.12%	152
2025 Q3	$751K	Buy	5,330 +802	+18%	+$106K	0.11%	166
2025 Q2	$573K	Sell	4,528 -8,908	-66%	-$989K	0.09%	187
2025 Q1	$1.39M	Sell	13,436 -4,420	-25%	-$501K	0.19%	100
2024 Q4	$2.08M	Sell	17,856 -5,180	-22%	-$603K	0.28%	66
2024 Q3	$2.6M	Buy	23,036 +2,868	+14%	+$315K	0.34%	55
2024 Q2	$2.28M	Buy	20,168 +5,232	+35%	+$551K	0.36%	52
2024 Q1	$1.56M	Buy	14,936 +8,218	+122%	+$831K	0.27%	76
2023 Q4	$647K	Buy	6,718 +1,528	+29%	+$136K	0.14%	175
2023 Q3	$425K	Buy	5,190 +2,200	+74%	+$189K	0.11%	218
2023 Q2	$260K	Buy	2,990 +16	+0.5%	+$1.26K	0.06%	290
2023 Q1	$225K	Sell	2,974 -300	-9%	-$20.6K	0.07%	298
2022 Q4	$204K	Buy	+3,274	New	+$208K	0.07%	282
2019 Q1	–	Sell	-1,294	Closed	-$49K	–	954
2018 Q4	$49K	Buy	+1,294	New	+$43.8K	0.04%	339

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

Claro Advisors's XLK Position: Q1 2026 in Review

Claro Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 24% in Q1 2026, selling an estimated $198K and leaving 4,566 shares worth $607K. The position accounts for 0.07% of the portfolio, ranked #205.

Claro Advisors first reported a position in XLK in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.6M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Claro Advisors held 4,566 shares of State Street Technology Select Sector SPDR ETF worth $607K as of Q1 2026.
Claro Advisors sold 1,406 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $198K.
State Street Technology Select Sector SPDR ETF made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #205 holding.
Claro Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 15 quarters since.
Claro Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.6M 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 Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.