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

Dynasty 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	$592K	Sell	4,455 -5,435	-55%	-$766K	0.01%	225
2025 Q4	$1.42M	Buy	+9,890	New	+$1.43M	0.01%	156
2018 Q4	–	Sell	-85,386	Closed	-$3.22M	–	111
2018 Q3	$3.22M	Sell	85,386 -594	-0.7%	-$21.8K	4.14%	4
2018 Q2	$2.99M	Buy	85,980 +20,342	+31%	+$698K	6.18%	3
2018 Q1	$2.15M	Buy	65,638 +12,576	+24%	+$422K	0.9%	4
2017 Q4	$1.7M	Buy	+53,062	New	+$1.66M	2.93%	6

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

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

Dynasty Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 55% in Q1 2026, selling an estimated $766K and leaving 4,455 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #225.

Dynasty Wealth Management first reported a position in XLK in Q4 2017 and has held it in 6 quarters since. The position peaked at $3.22M in Q3 2018. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Dynasty Wealth Management held 4,455 shares of State Street Technology Select Sector SPDR ETF worth $592K as of Q1 2026.
Dynasty Wealth Management sold 5,435 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $766K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #225 holding.
Dynasty Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 6 quarters since.
Dynasty Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $3.22M in Q3 2018.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.