Disciplined Investors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Disciplined Investors’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	$3.6M	Buy	27,119 +189	+0.7%	+$26.6K	2.15%	9
2025 Q4	$3.88M	Sell	26,930 -444	-2%	-$64.1K	2.54%	7
2025 Q3	$3.86M	Buy	27,374 +4,574	+20%	+$606K	2.75%	6
2025 Q2	$2.89M	Buy	22,800 +1,216	+6%	+$135K	2.25%	13
2025 Q1	$2.23M	Buy	21,584 +1,866	+9%	+$212K	2.01%	13
2024 Q4	$2.24M	Buy	+19,718	New	+$2.29M	2.16%	14

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

Disciplined Investors's XLK Position: Q1 2026 in Review

Disciplined Investors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.7% in Q1 2026, buying an estimated $26.6K and bringing the position to 27,119 shares worth $3.6M. The position accounts for 2.15% of the portfolio, ranked #9.

Disciplined Investors first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.88M in Q4 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Disciplined Investors held 27,119 shares of State Street Technology Select Sector SPDR ETF worth $3.6M as of Q1 2026.
Disciplined Investors bought 189 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $26.6K.
State Street Technology Select Sector SPDR ETF made up 2.15% of Disciplined Investors's portfolio in Q1 2026, its #9 holding.
Disciplined Investors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Disciplined Investors's State Street Technology Select Sector SPDR ETF position peaked at $3.88M in Q4 2025.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.