Collective Family Office’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Collective Family Office’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	-1,620	Closed	-$233K	–	163
2025 Q4	$233K	Sell	1,620 -780	-33%	-$113K	0.05%	154
2025 Q3	$338K	Sell	2,400 -710	-23%	-$94K	0.08%	129
2025 Q2	$394K	Sell	3,110 -600	-16%	-$66.6K	0.1%	120
2025 Q1	$383K	Sell	3,710 -990	-21%	-$112K	0.1%	116
2024 Q4	$546K	Hold	4,700	–	–	0.15%	102
2024 Q3	$531K	Sell	4,700 -1,380	-23%	-$151K	0.14%	106
2024 Q2	$688K	Sell	6,080 -162	-3%	-$17.1K	0.2%	94
2024 Q1	$650K	Sell	6,242 -1,200	-16%	-$121K	0.21%	95
2023 Q4	$716K	Sell	7,442 -1,030	-12%	-$91.7K	0.25%	81
2023 Q3	$694K	Buy	8,472 +4,612	+119%	+$396K	0.27%	78
2023 Q2	$336K	Sell	3,860 -2,400	-38%	-$189K	0.13%	130
2023 Q1	$473K	Sell	6,260 -3,000	-32%	-$206K	0.19%	102
2022 Q4	$576K	Buy	+9,260	New	+$588K	0.26%	85
2021 Q1	–	Sell	-3,482	Closed	-$226K	–	176
2020 Q4	$226K	Buy	+3,482	New	+$212K	0.13%	145

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

Collective Family Office's XLK Position: Q1 2026 in Review

Collective Family Office sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 1,620 shares — an estimated $233K sold.

Collective Family Office first reported a position in XLK in Q4 2020 and held it in 14 quarters. The position peaked at $716K in Q4 2023. 2,418 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Collective Family Office reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Collective Family Office sold 1,620 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $233K.
Collective Family Office first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and held it in 14 quarters.
Collective Family Office's State Street Technology Select Sector SPDR ETF position peaked at $716K in Q4 2023.
2,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Collective Family Office's 13F filing for Q1 2026, filed 2 Apr 2026.