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

Exencial Wealth 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
2022 Q2	–	Sell	-600	Closed	-$48K	–	470
2022 Q1	$48K	Hold	600	–	–	﹤0.01%	448
2021 Q4	$52K	Buy	+600	New	+$49.4K	﹤0.01%	465

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 $424B AUM 22.94% 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

Exencial Wealth Advisors's XLK Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q1 2026, selling an estimated $186K and leaving 15,033 shares worth $2M. The position accounts for 0.06% of the portfolio, ranked #226.

Exencial Wealth Advisors first reported a position in XLK in Q1 2017 and has held it in 36 quarters since. The position peaked at $2.68M in Q2 2024. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Exencial Wealth Advisors held 15,033 shares of State Street Technology Select Sector SPDR ETF worth $2M as of Q1 2026.
Exencial Wealth Advisors sold 1,321 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $186K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Exencial Wealth Advisors's portfolio in Q1 2026, its #226 holding.
Exencial Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 36 quarters since.
Exencial Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.68M in Q2 2024.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.