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

Daner 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	$1.86M	Sell	10,625 -67	-0.6%	-$9.44K	1.09%	18
2025 Q4	$1.52M	Buy	10,692 +40	+0.4%	+$5.78K	0.93%	18
2025 Q3	$1.52M	Buy	10,652 +6	+0.1%	+$795	0.99%	18
2025 Q2	$1.43M	Buy	+10,646	New	+$1.18M	0.98%	18
2024 Q4	$1.23M	Buy	+10,634	New	+$1.24M	0.91%	20

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

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

Daner Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.63% in Q1 2026, selling an estimated $9.44K and leaving 10,625 shares worth $1.86M. The position accounts for 1.09% of the portfolio, ranked #18.

Daner Wealth Management first reported a position in XLK in Q4 2024 and has held it in 5 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Daner Wealth Management held 10,625 shares of State Street Technology Select Sector SPDR ETF worth $1.86M as of Q1 2026.
Daner Wealth Management sold 67 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $9.44K.
State Street Technology Select Sector SPDR ETF made up 1.09% of Daner Wealth Management's portfolio in Q1 2026, its #18 holding.
Daner Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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