FWI
XLK icon

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

Facet Wealth Inc’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 		$876K Buy
6,589
+457
+7% +$64.4K 0.02% 112
2025
Q4 		$915K Buy
6,132
+752
+14% +$109K 0.02% 106
2025
Q3 		$758K Buy
5,380
+3,142
+140% +$416K 0.02% 96
2025
Q2 		$294K Buy
2,238
+158
+8% +$17.5K 0.01% 133
2025
Q1 		$224K Sell
2,080
-1,602
-44% -$182K 0.01% 129
2024
Q4 		$429K Buy
3,682
+84
+2% +$9.77K 0.01% 93
2024
Q3 		$403K Buy
+3,598
New +$395K 0.01% 100
2024
Q2 		– Sell
-2,024
Closed -$207K – 147
2024
Q1 		$207K Buy
+2,024
New +$205K 0.01% 117

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

Facet Wealth Inc's XLK Position: Q1 2026 in Review

Facet Wealth Inc increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.5% in Q1 2026, buying an estimated $64.4K and bringing the position to 6,589 shares worth $876K. The position accounts for 0.02% of the portfolio, ranked #112.

Facet Wealth Inc first reported a position in XLK in Q1 2024 and has held it in 8 quarters since. The position peaked at $915K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Facet Wealth Inc held 6,589 shares of State Street Technology Select Sector SPDR ETF worth $876K as of Q1 2026.
  • Facet Wealth Inc bought 457 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $64.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Facet Wealth Inc's portfolio in Q1 2026, its #112 holding.
  • Facet Wealth Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
  • Facet Wealth Inc's State Street Technology Select Sector SPDR ETF position peaked at $915K 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 Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.