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

Clearstead 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 		$9.88M Buy
74,340
+25,937
+54% +$3.65M 0.09% 168
2025
Q4 		$6.97M Sell
48,403
-555
-1% -$80.2K 0.09% 164
2025
Q3 		$6.9M Buy
48,958
+4,752
+11% +$629K 0.09% 166
2025
Q2 		$5.6M Buy
44,206
+3,532
+9% +$392K 0.08% 183
2025
Q1 		$4.2M Buy
40,674
+1,676
+4% +$190K 0.07% 198
2024
Q4 		$4.53M Buy
38,998
+6,206
+19% +$722K 0.07% 192
2024
Q3 		$3.7M Buy
32,792
+4,774
+17% +$524K 0.06% 218
2024
Q2 		$3.17M Buy
28,018
+4,882
+21% +$514K 0.05% 220
2024
Q1 		$2.39M Buy
23,136
+10,456
+82% +$1.06M 0.12% 138
2023
Q4 		$1.22M Sell
12,680
-13,720
-52% -$1.22M 0.06% 200
2023
Q3 		$2.16M Buy
26,400
+13,034
+98% +$1.12M 0.06% 202
2023
Q2 		$1.16M Buy
13,366
+4,622
+53% +$364K 0.07% 188
2023
Q1 		$660K Sell
8,744
-360
-4% -$24.8K 0.05% 223
2022
Q4 		$566K Sell
9,104
-730
-7% -$46.4K 0.04% 241
2022
Q3 		$584K Sell
9,834
-130
-1% -$8.87K 0.05% 203
2022
Q2 		$633K Hold
9,964
– – 0.05% 221
2022
Q1 		$792K Buy
9,964
+8
+0.1% +$628 0.05% 206
2021
Q4 		$866K Buy
9,956
+7,230
+265% +$595K 0.06% 197
2021
Q3 		$204K Hold
2,726
– – 0.02% 367
2021
Q2 		$201K Hold
2,726
– – 0.02% 345
2021
Q1 		$181K Sell
2,726
-1,470
-35% -$97K 0.02% 348
2020
Q4 		$273K Sell
4,196
-330
-7% -$20.1K 0.02% 281
2020
Q3 		$264K Sell
4,526
-350
-7% -$19.8K 0.03% 250
2020
Q2 		$255K Hold
4,876
– – 0.03% 239
2020
Q1 		$196K Sell
4,876
-102
-2% -$4.66K 0.03% 241
2019
Q4 		$228K Sell
4,978
-396
-7% -$17K 0.03% 260
2019
Q3 		$216K Sell
5,374
-128
-2% -$5.12K 0.03% 251
2019
Q2 		$215K Buy
+5,502
New +$210K 0.03% 259

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

Clearstead Advisors's XLK Position: Q1 2026 in Review

Clearstead Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 54% in Q1 2026, buying an estimated $3.65M and bringing the position to 74,340 shares worth $9.88M. The position accounts for 0.09% of the portfolio, ranked #168.

Clearstead Advisors first reported a position in XLK in Q2 2019 and has held it in 28 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Clearstead Advisors held 74,340 shares of State Street Technology Select Sector SPDR ETF worth $9.88M as of Q1 2026.
  • Clearstead Advisors bought 25,937 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $3.65M.
  • State Street Technology Select Sector SPDR ETF made up 0.09% of Clearstead Advisors's portfolio in Q1 2026, its #168 holding.
  • Clearstead Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.