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

Destination 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	$677K	Buy	5,093 +2,337	+85%	+$329K	0.02%	181
2025 Q4	$397K	Buy	2,756 +1,382	+101%	+$200K	0.01%	221
2025 Q3	$194K	Buy	+1,374	New	+$182K	0.01%	261
2025 Q1	–	Sell	-2,178	Closed	-$253K	–	265
2024 Q4	$253K	Buy	+2,178	New	+$253K	0.01%	214
2019 Q3	–	Sell	-2,294	Closed	-$90K	–	516
2019 Q2	$90K	Sell	2,294 -1,318	-36%	-$50.2K	0.01%	197
2019 Q1	$134K	Buy	3,612 +1,052	+41%	+$36K	0.01%	163
2018 Q4	$79K	Sell	2,560 -454	-15%	-$15.4K	﹤0.01%	206
2018 Q3	$114K	Buy	3,014 +354	+13%	+$13K	0.01%	193
2018 Q2	$92K	Buy	2,660 +2,110	+384%	+$72.4K	0.01%	191
2018 Q1	$23K	Buy	+550	New	+$18.5K	﹤0.01%	325

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

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

Destination Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 85% in Q1 2026, buying an estimated $329K and bringing the position to 5,093 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #181.

Destination Wealth Management first reported a position in XLK in Q1 2018 and has held it in 10 quarters since. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Destination Wealth Management held 5,093 shares of State Street Technology Select Sector SPDR ETF worth $677K as of Q1 2026.
Destination Wealth Management bought 2,337 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $329K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #181 holding.
Destination Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 10 quarters since.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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