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Coastline Complete Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Coastline Complete Wealth’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 		$1.01M Buy
7,572
+671
+10% +$94.6K 0.62% 31
2025
Q4 		$993K Buy
+6,901
New +$997K 0.63% 30

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coastline Complete Wealth's XLK Position: Q1 2026 in Review

Coastline Complete Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.7% in Q1 2026, buying an estimated $94.6K and bringing the position to 7,572 shares worth $1.01M. The position accounts for 0.62% of the portfolio, ranked #31.

Coastline Complete Wealth first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. 2,415 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Coastline Complete Wealth held 7,572 shares of State Street Technology Select Sector SPDR ETF worth $1.01M as of Q1 2026.
  • Coastline Complete Wealth bought 671 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $94.6K.
  • State Street Technology Select Sector SPDR ETF made up 0.62% of Coastline Complete Wealth's portfolio in Q1 2026, its #31 holding.
  • Coastline Complete Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,415 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.