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

Evoke Wealth’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	$5.12M	Buy	38,516 +172	+0.4%	+$24.2K	0.09%	91
2025 Q4	$5.52M	Buy	38,344 +12,854	+50%	+$1.86M	0.1%	89
2025 Q3	$3.59M	Hold	25,490	–	–	0.07%	111
2025 Q2	$3.23M	Hold	25,490	–	–	0.07%	106
2025 Q1	$2.63M	Hold	25,490	–	–	0.07%	113
2024 Q4	$2.96M	Hold	25,490	–	–	0.08%	101
2024 Q3	$2.88M	Buy	+25,490	New	+$2.8M	0.08%	99
2024 Q2	–	Sell	-7,596	Closed	-$791K	–	404
2024 Q1	$791K	Buy	+7,596	New	+$768K	0.02%	194
2023 Q4	–	Sell	-4,616	Closed	-$378K	–	375
2023 Q3	$378K	Buy	4,616 +146	+3%	+$12.5K	0.01%	262
2023 Q2	$389K	Hold	4,470	–	–	0.01%	247
2023 Q1	$338K	Hold	4,470	–	–	0.01%	263
2022 Q4	$278K	Sell	4,470 -750	-14%	-$47.6K	0.01%	293
2022 Q3	$310K	Sell	5,220 -6,230	-54%	-$425K	0.01%	256
2022 Q2	$728K	Hold	11,450	–	–	0.03%	186
2022 Q1	$910K	Hold	11,450	–	–	0.03%	185
2021 Q4	$995K	Hold	11,450	–	–	0.03%	182
2021 Q3	$854K	Hold	11,450	–	–	0.03%	184
2021 Q2	$845K	Hold	11,450	–	–	0.03%	190
2021 Q1	$760K	Sell	11,450 -1,264	-10%	-$83.4K	0.03%	175
2020 Q4	$827K	Buy	12,714 +1,638	+15%	+$99.8K	0.06%	108
2020 Q3	$646K	Buy	11,076 +2,486	+29%	+$140K	0.05%	113
2020 Q2	$449K	Buy	8,590 +5,490	+177%	+$258K	0.04%	122
2020 Q1	$125K	Buy	+3,100	New	+$141K	0.02%	231
2019 Q4	–	Sell	-3,100	Closed	-$125K	–	1493
2019 Q3	$125K	Buy	+3,100	New	+$124K	0.02%	332

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

Evoke Wealth's XLK Position: Q1 2026 in Review

Evoke Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.45% in Q1 2026, buying an estimated $24.2K and bringing the position to 38,516 shares worth $5.12M. The position accounts for 0.09% of the portfolio, ranked #91.

Evoke Wealth first reported a position in XLK in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.52M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Evoke Wealth held 38,516 shares of State Street Technology Select Sector SPDR ETF worth $5.12M as of Q1 2026.
Evoke Wealth bought 172 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $24.2K.
State Street Technology Select Sector SPDR ETF made up 0.09% of Evoke Wealth's portfolio in Q1 2026, its #91 holding.
Evoke Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 24 quarters since.
Evoke Wealth's State Street Technology Select Sector SPDR ETF position peaked at $5.52M 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 Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.