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

Elite 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	$3.22M	Sell	24,220 -600	-2%	-$84.5K	1.04%	21
2025 Q4	$3.57M	Hold	24,820	–	–	0.97%	21
2025 Q3	$3.5M	Buy	+24,820	New	+$3.29M	0.91%	20
2014 Q1	–	Sell	-16,032	Closed	-$286K	–	677
2013 Q4	$286K	Buy	+16,032	New	+$272K	0.21%	63

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

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

Elite Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q1 2026, selling an estimated $84.5K and leaving 24,220 shares worth $3.22M. The position accounts for 1.04% of the portfolio, ranked #21.

Elite Wealth Management first reported a position in XLK in Q4 2013 and has held it in 4 quarters since. The position peaked at $3.57M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Elite Wealth Management held 24,220 shares of State Street Technology Select Sector SPDR ETF worth $3.22M as of Q1 2026.
Elite Wealth Management sold 600 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $84.5K.
State Street Technology Select Sector SPDR ETF made up 1.04% of Elite Wealth Management's portfolio in Q1 2026, its #21 holding.
Elite Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 4 quarters since.
Elite Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $3.57M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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