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

Financial Council’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	$461K	Hold	3,466	–	–	0.18%	56
2025 Q4	$499K	Hold	3,466	–	–	0.2%	50
2025 Q3	$488K	Hold	3,466	–	–	0.22%	50
2025 Q2	$439K	Hold	3,466	–	–	0.21%	52
2025 Q1	$358K	Hold	3,466	–	–	0.19%	56
2024 Q4	$403K	Hold	3,466	–	–	0.21%	51
2024 Q3	$391K	Hold	3,466	–	–	0.2%	52
2024 Q2	$392K	Hold	3,466	–	–	0.22%	49
2024 Q1	$361K	Hold	3,466	–	–	0.21%	52
2023 Q4	$334K	Hold	3,466	–	–	0.22%	52
2023 Q3	$284K	Hold	3,466	–	–	0.23%	51
2023 Q2	$301K	Hold	3,466	–	–	0.23%	52
2023 Q1	$262K	Hold	3,466	–	–	0.21%	54
2022 Q4	$216K	Hold	3,466	–	–	0.14%	64
2022 Q3	$206K	Hold	3,466	–	–	0.24%	54
2022 Q2	$220K	Hold	3,466	–	–	0.27%	40
2022 Q1	$275K	Hold	3,466	–	–	0.33%	34
2021 Q4	$301K	Hold	3,466	–	–	0.36%	34
2021 Q3	$259K	Buy	+3,466	New	+$267K	0.37%	36

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 Council's XLK Position: Q1 2026 in Review

Financial Council held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 3,466 shares worth $461K. The position accounts for 0.18% of the portfolio, ranked #56.

Financial Council first reported a position in XLK in Q3 2021 and has held it in 19 quarters since. The position peaked at $499K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Financial Council held 3,466 shares of State Street Technology Select Sector SPDR ETF worth $461K as of Q1 2026.
Financial Council left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.18% of Financial Council's portfolio in Q1 2026, its #56 holding.
Financial Council first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Financial Council's State Street Technology Select Sector SPDR ETF position peaked at $499K in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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