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

EPG 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	$4.3M	Buy	32,334 +263	+0.8%	+$37.1K	1.17%	20
2025 Q4	$4.62M	Buy	32,071 +171	+0.5%	+$24.7K	1.24%	19
2025 Q3	$4.5M	Sell	31,900 -1,414	-4%	-$187K	1.24%	18
2025 Q2	$4.22M	Sell	33,314 -11,144	-25%	-$1.24M	1.27%	15
2025 Q1	$4.59M	Sell	44,458 -5,990	-12%	-$679K	1.28%	13
2024 Q4	$5.87M	Sell	50,448 -2,148	-4%	-$250K	1.55%	13
2024 Q3	$5.94M	Buy	+52,596	New	+$5.77M	1.5%	11
2024 Q2	–	Sell	-55,238	Closed	-$5.82M	–	12
2024 Q1	$5.75M	Buy	55,238 +804	+1%	+$81.3K	1.41%	13
2023 Q4	$5.52M	Sell	54,434 -5,024	-8%	-$447K	1.45%	13
2023 Q3	$4.87M	Buy	59,458 +3,504	+6%	+$300K	1.47%	13
2023 Q2	$4.86M	Buy	55,954 +552	+1%	+$43.5K	1.44%	13
2023 Q1	$4.18M	Buy	55,402 +1,200	+2%	+$82.6K	1.32%	13
2022 Q4	$3.37M	Buy	54,202 +578	+1%	+$36.7K	1.28%	13
2022 Q3	$3.19M	Buy	53,624 +3,760	+8%	+$257K	1.31%	12
2022 Q2	$3.17M	Buy	49,864 +8,496	+21%	+$592K	1.35%	13
2022 Q1	$3.29M	Sell	41,368 -1,880	-4%	-$148K	1.14%	16
2021 Q4	$3.76M	Buy	43,248 +1,166	+3%	+$96K	1.32%	11
2021 Q3	$3.14M	Buy	42,082 +784	+2%	+$60.5K	1.26%	15
2021 Q2	$3.05M	Buy	41,298 +548	+1%	+$38.4K	1.29%	16
2021 Q1	$2.71M	Sell	40,750 -1,574	-4%	-$104K	1.32%	17
2020 Q4	$2.75M	Buy	42,324 +616	+1%	+$37.5K	1.65%	11
2020 Q3	$2.43M	Sell	41,708 -12,570	-23%	-$710K	1.8%	11
2020 Q2	$2.84M	Buy	54,278 +6,784	+14%	+$319K	2.01%	9
2020 Q1	$1.91M	Buy	47,494 +21,760	+85%	+$993K	1.4%	12
2019 Q4	$1.18M	Buy	+25,734	New	+$1.1M	0.86%	28

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

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

EPG Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.82% in Q1 2026, buying an estimated $37.1K and bringing the position to 32,334 shares worth $4.3M. The position accounts for 1.17% of the portfolio, ranked #20.

EPG Wealth Management first reported a position in XLK in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.94M in Q3 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

EPG Wealth Management held 32,334 shares of State Street Technology Select Sector SPDR ETF worth $4.3M as of Q1 2026.
EPG Wealth Management bought 263 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $37.1K.
State Street Technology Select Sector SPDR ETF made up 1.17% of EPG Wealth Management's portfolio in Q1 2026, its #20 holding.
EPG Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 25 quarters since.
EPG Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $5.94M in Q3 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.