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Evergreen Wealth Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Evergreen Wealth Solutions’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 		$875K Buy
6,584
+3,861
+142% +$544K 0.06% 176
2025
Q4 		$392K Buy
+2,723
New +$393K 0.05% 137

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evergreen Wealth Solutions's XLK Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 142% in Q1 2026, buying an estimated $544K and bringing the position to 6,584 shares worth $875K. The position accounts for 0.06% of the portfolio, ranked #176.

Evergreen Wealth Solutions first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Evergreen Wealth Solutions held 6,584 shares of State Street Technology Select Sector SPDR ETF worth $875K as of Q1 2026.
  • Evergreen Wealth Solutions bought 3,861 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $544K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #176 holding.
  • Evergreen Wealth Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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