Conscious Wealth Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Conscious Wealth Investments’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	-40,466	Closed	-$5.49M	–	68
2025 Q4	$5.49M	Buy	+40,466	New	+$5.84M	3.29%	5
2025 Q1	–	Sell	-76,588	Closed	-$8.96M	–	59
2024 Q4	$8.96M	Buy	76,588 +792	+1%	+$92.1K	6.08%	2
2024 Q3	$8.66M	Buy	75,796 +258	+0.3%	+$28.3K	5.96%	2
2024 Q2	$8.51M	Buy	75,538 +456	+0.6%	+$48K	6.11%	2
2024 Q1	$7.57M	Buy	75,082 +7,022	+10%	+$710K	5.76%	2
2023 Q4	$6.95M	Buy	+68,060	New	+$6.06M	5.54%	2

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

Conscious Wealth Investments's XLK Position: Q1 2026 in Review

Conscious Wealth Investments sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 40,466 shares — an estimated $5.49M sold.

Conscious Wealth Investments first reported a position in XLK in Q4 2023 and held it in 6 quarters. The position peaked at $8.96M in Q4 2024. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Conscious Wealth Investments reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Conscious Wealth Investments sold 40,466 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $5.49M.
Conscious Wealth Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 6 quarters.
Conscious Wealth Investments's State Street Technology Select Sector SPDR ETF position peaked at $8.96M in Q4 2024.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.