Evernest Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Evernest Financial Advisors’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	$473K	Buy	2,945 +43	+1%	+$6.06K	0.1%	117
2025 Q4	$416K	Sell	2,902 -168	-5%	-$24.3K	0.09%	126
2025 Q3	$433K	Buy	3,070 +920	+43%	+$122K	0.12%	124
2025 Q2	$272K	Hold	2,150	–	–	0.09%	143
2025 Q1	$222K	Sell	2,150 -1,294	-38%	-$147K	0.08%	142
2024 Q4	$400K	Sell	3,444 -142	-4%	-$16.5K	0.1%	117
2024 Q3	$405K	Buy	3,586 +394	+12%	+$43.3K	0.11%	112
2024 Q2	$361K	Hold	3,192	–	–	0.16%	96
2024 Q1	$307K	Sell	3,192 -94	-3%	-$9.51K	0.15%	104
2023 Q4	$316K	Buy	+3,286	New	+$293K	0.16%	106
2021 Q4	$332K	Buy	+3,192	New	+$263K	0.17%	94

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

Evernest Financial Advisors's XLK Position: Q1 2026 in Review

Evernest Financial Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q1 2026, buying an estimated $6.06K and bringing the position to 2,945 shares worth $473K. The position accounts for 0.1% of the portfolio, ranked #117.

Evernest Financial Advisors first reported a position in XLK in Q4 2021 and has held it in 11 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Evernest Financial Advisors held 2,945 shares of State Street Technology Select Sector SPDR ETF worth $473K as of Q1 2026.
Evernest Financial Advisors bought 43 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $6.06K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Evernest Financial Advisors's portfolio in Q1 2026, its #117 holding.
Evernest Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 11 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.