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

Financial Consulate’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	$94.1K	Hold	708	–	–	0.01%	224
2025 Q4	$102K	Hold	708	–	–	0.01%	232
2025 Q3	$99.8K	Buy	+708	New	+$93.8K	0.01%	231
2021 Q4	–	Sell	-2,850	Closed	-$213K	–	141
2021 Q3	$213K	Hold	2,850	–	–	0.08%	127
2021 Q2	$210K	Buy	+2,850	New	+$200K	0.08%	125

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

Financial Consulate's XLK Position: Q1 2026 in Review

Financial Consulate held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 708 shares worth $94.1K. The position accounts for 0.01% of the portfolio, ranked #224.

Financial Consulate first reported a position in XLK in Q2 2021 and has held it in 5 quarters since. The position peaked at $213K in Q3 2021. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Financial Consulate held 708 shares of State Street Technology Select Sector SPDR ETF worth $94.1K as of Q1 2026.
Financial Consulate left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #224 holding.
Financial Consulate first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 5 quarters since.
Financial Consulate's State Street Technology Select Sector SPDR ETF position peaked at $213K in Q3 2021.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.