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

Endowment 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	$2.16M	Buy	16,235 +2,285	+16%	+$322K	0.95%	28
2025 Q4	$2.01M	Buy	13,950 +2,182	+19%	+$315K	0.92%	28
2025 Q3	$1.66M	Buy	11,768 +2,206	+23%	+$292K	0.75%	38
2025 Q2	$1.21M	Buy	9,562 +1,806	+23%	+$200K	0.62%	43
2025 Q1	$801K	Buy	7,756 +2,538	+49%	+$288K	0.52%	53
2024 Q4	$607K	Buy	5,218 +2,394	+85%	+$279K	0.41%	61
2024 Q3	$319K	Buy	+2,824	New	+$310K	0.21%	93

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

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

Endowment Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q1 2026, buying an estimated $322K and bringing the position to 16,235 shares worth $2.16M. The position accounts for 0.95% of the portfolio, ranked #28.

Endowment Wealth Management first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Endowment Wealth Management held 16,235 shares of State Street Technology Select Sector SPDR ETF worth $2.16M as of Q1 2026.
Endowment Wealth Management bought 2,285 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $322K.
State Street Technology Select Sector SPDR ETF made up 0.95% of Endowment Wealth Management's portfolio in Q1 2026, its #28 holding.
Endowment Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.