CWM
XLK icon

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

Comprehensive 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 		$17.2M Buy
129,770
+70,128
+118% +$9.88M 8.72% 5
2025
Q4 		$8.59M Buy
59,642
+2,856
+5% +$412K 5.07% 7
2025
Q3 		$8M Buy
56,786
+10,004
+21% +$1.32M 5.67% 3
2025
Q2 		$5.92M Buy
46,782
+554
+1% +$61.5K 4.77% 4
2025
Q1 		$4.77M Sell
46,228
-9,672
-17% -$1.1M 3.32% 5
2024
Q4 		$6.5M Buy
55,900
+6,604
+13% +$768K 4.86% 4
2024
Q3 		$5.56M Buy
49,296
+8,606
+21% +$945K 3.62% 4
2024
Q2 		$4.6M Buy
40,690
+3,384
+9% +$356K 3.36% 4
2024
Q1 		$3.88M Sell
37,306
-756
-2% -$76.5K 3.03% 4
2023
Q4 		$3.66M Buy
38,062
+642
+2% +$57.2K 3.31% 7
2023
Q3 		$3.07M Buy
37,420
+1,500
+4% +$129K 2.89% 7
2023
Q2 		$3.12M Sell
35,920
-2,952
-8% -$233K 2.7% 7
2023
Q1 		$2.94M Sell
38,872
-3,584
-8% -$247K 2.42% 7
2022
Q4 		$2.64M Buy
42,456
+3,112
+8% +$198K 2.43% 7
2022
Q3 		$2.34M Buy
39,344
+1,340
+4% +$91.4K 2.36% 7
2022
Q2 		$2.42M Buy
38,004
+9,912
+35% +$690K 2.08% 5
2022
Q1 		$2.23M Buy
28,092
+13,988
+99% +$1.1M 2.28% 5
2021
Q4 		$1.23M Buy
14,104
+2,102
+18% +$173K 0.9% 7
2021
Q3 		$896K Buy
12,002
+4,240
+55% +$327K 0.85% 9
2021
Q2 		$573K Buy
7,762
+2,950
+61% +$207K 0.58% 10
2021
Q1 		$320K Buy
4,812
+472
+11% +$31.2K 0.39% 10
2020
Q4 		$282K Buy
+4,340
New +$264K 0.26% 7

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

Comprehensive Wealth Management's XLK Position: Q1 2026 in Review

Comprehensive Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 118% in Q1 2026, buying an estimated $9.88M and bringing the position to 129,770 shares worth $17.2M. The position accounts for 8.72% of the portfolio, ranked #5.

Comprehensive Wealth Management first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Comprehensive Wealth Management held 129,770 shares of State Street Technology Select Sector SPDR ETF worth $17.2M as of Q1 2026.
  • Comprehensive Wealth Management bought 70,128 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $9.88M.
  • State Street Technology Select Sector SPDR ETF made up 8.72% of Comprehensive Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Comprehensive Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.