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XLK icon

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

CreativeOne 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 		$5.33M Sell
40,125
-14,527
-27% -$2.05M 0.12% 160
2025
Q4 		$7.87M Buy
54,652
+4,244
+8% +$613K 0.19% 91
2025
Q3 		$7.1M Buy
50,408
+15,640
+45% +$2.07M 0.17% 100
2025
Q2 		$4.4M Sell
34,768
-4,954
-12% -$550K 0.12% 165
2025
Q1 		$4.1M Buy
39,722
+3,130
+9% +$355K 0.12% 165
2024
Q4 		$4.25M Buy
36,592
+2,584
+8% +$301K 0.13% 146
2024
Q3 		$3.84M Buy
34,008
+18,016
+113% +$1.98M 0.13% 147
2024
Q2 		$1.81M Sell
15,992
-12,698
-44% -$1.34M 0.09% 208
2024
Q1 		$2.99M Buy
28,690
+14,888
+108% +$1.51M 0.12% 160
2023
Q4 		$1.33M Buy
13,802
+346
+3% +$30.8K 0.09% 210
2023
Q3 		$1.1M Sell
13,456
-22,858
-63% -$1.96M 0.08% 226
2023
Q2 		$3.16M Buy
36,314
+13,072
+56% +$1.03M 0.15% 121
2023
Q1 		$1.75M Buy
23,242
+204
+0.9% +$14K 0.09% 212
2022
Q4 		$1.43M Sell
23,038
-2,222
-9% -$141K 0.08% 227
2022
Q3 		$1.5M Sell
25,260
-1,940
-7% -$132K 0.09% 195
2022
Q2 		$1.73M Sell
27,200
-10,298
-27% -$717K 0.09% 170
2022
Q1 		$2.98M Sell
37,498
-2,248
-6% -$176K 0.15% 108
2021
Q4 		$3.46M Sell
39,746
-21,678
-35% -$1.79M 0.17% 93
2021
Q3 		$4.59M Buy
61,424
+11,458
+23% +$884K 0.27% 73
2021
Q2 		$3.69M Buy
49,966
+3,472
+7% +$243K 0.23% 89
2021
Q1 		$3.09M Sell
46,494
-52,820
-53% -$3.49M 0.23% 74
2020
Q4 		$6.46M Buy
99,314
+95,146
+2,283% +$5.8M 0.53% 36
2020
Q3 		$243K Buy
+4,168
New +$235K 0.03% 235

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

CreativeOne Wealth's XLK Position: Q1 2026 in Review

CreativeOne Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 27% in Q1 2026, selling an estimated $2.05M and leaving 40,125 shares worth $5.33M. The position accounts for 0.12% of the portfolio, ranked #160.

CreativeOne Wealth first reported a position in XLK in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.87M in Q4 2025. 2,399 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • CreativeOne Wealth held 40,125 shares of State Street Technology Select Sector SPDR ETF worth $5.33M as of Q1 2026.
  • CreativeOne Wealth sold 14,527 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $2.05M.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of CreativeOne Wealth's portfolio in Q1 2026, its #160 holding.
  • CreativeOne Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's State Street Technology Select Sector SPDR ETF position peaked at $7.87M in Q4 2025.
  • 2,399 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.