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Consolidated Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Consolidated Capital 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 		– Sell
-28,545
Closed -$4.11M – 90
2025
Q4 		$4.11M Buy
+28,545
New +$4.12M 1.24% 33
2021
Q1 		– Sell
-15,842
Closed -$1.03M – 44
2020
Q4 		$1.03M Sell
15,842
-6,216
-28% -$379K 0.66% 21
2020
Q3 		$1.29M Sell
22,058
-314
-1% -$17.7K 0.67% 22
2020
Q2 		$1.17M Buy
22,372
+3,370
+18% +$159K 0.69% 22
2020
Q1 		$764K Sell
19,002
-244
-1% -$11.1K 0.6% 24
2019
Q4 		$882K Sell
19,246
-386
-2% -$16.5K 0.59% 29
2019
Q3 		$790K Sell
19,632
-690
-3% -$27.6K 0.57% 28
2019
Q2 		$793K Sell
20,322
-2,698
-12% -$103K 0.53% 28
2019
Q1 		$852K Sell
23,020
-998
-4% -$34.1K 0.53% 29
2018
Q4 		$744K Buy
24,018
+1,890
+9% +$63.9K 0.6% 30
2018
Q3 		$833K Sell
22,128
-234
-1% -$8.58K 0.54% 31
2018
Q2 		$777K Buy
22,362
+2,660
+14% +$91.3K 0.58% 30
2018
Q1 		$644K Buy
19,702
+3,866
+24% +$130K 0.51% 34
2017
Q4 		$506K Buy
15,836
+832
+6% +$26.1K 0.52% 36
2017
Q3 		$443K Buy
15,004
+200
+1% +$5.76K 0.57% 32
2017
Q2 		$405K Buy
14,804
+250
+2% +$6.88K 0.6% 29
2017
Q1 		$388K Buy
+14,554
New +$375K 0.6% 29

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

Consolidated Capital Management's XLK Position: Q1 2026 in Review

Consolidated Capital Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 28,545 shares — an estimated $4.11M sold.

Consolidated Capital Management first reported a position in XLK in Q1 2017 and held it in 17 quarters. The position peaked at $4.11M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Consolidated Capital Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Consolidated Capital Management sold 28,545 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $4.11M.
  • Consolidated Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and held it in 17 quarters.
  • Consolidated Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $4.11M in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Consolidated Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.