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

Financial Engines 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
2026 Q1	$5.71M	Sell	42,984 -1,732	-4%	-$244K	0.01%	135
2025 Q4	$6.44M	Sell	44,716 -786	-2%	-$114K	0.01%	134
2025 Q3	$6.41M	Sell	45,502 -1,112	-2%	-$147K	0.01%	134
2025 Q2	$5.9M	Buy	46,614 +2,840	+6%	+$315K	0.01%	131
2025 Q1	$4.52M	Sell	43,774 -254	-0.6%	-$28.8K	0.01%	137
2024 Q4	$5.12M	Buy	44,028 +2,944	+7%	+$343K	0.01%	135
2024 Q3	$4.64M	Sell	41,084 -2,280	-5%	-$250K	0.01%	124
2024 Q2	$4.91M	Buy	43,364 +10,708	+33%	+$1.13M	0.01%	123
2024 Q1	$3.4M	Sell	32,656 -486	-1%	-$49.1K	0.01%	132
2023 Q4	$3.19M	Sell	33,142 -7,304	-18%	-$650K	0.01%	119
2023 Q3	$3.32M	Sell	40,446 -9,146	-18%	-$784K	0.01%	100
2023 Q2	$4.31M	Sell	49,592 -12,208	-20%	-$962K	0.01%	92
2023 Q1	$4.67M	Sell	61,800 -30,502	-33%	-$2.1M	0.01%	93
2022 Q4	$5.74M	Sell	92,302 -115,954	-56%	-$7.36M	0.02%	91
2022 Q3	$12.4M	Sell	208,256 -14,044	-6%	-$958K	0.04%	70
2022 Q2	$14.1M	Sell	222,300 -4,502	-2%	-$314K	0.04%	66
2022 Q1	$18M	Buy	+226,802	New	+$17.8M	0.05%	59
2021 Q1	–	Sell	-3,608	Closed	-$235K	–	277
2020 Q4	$235K	Sell	3,608 -7,022	-66%	-$428K	﹤0.01%	235
2020 Q3	$620K	Sell	10,630 -416	-4%	-$23.5K	﹤0.01%	146
2020 Q2	$577K	Buy	11,046 +2,880	+35%	+$135K	﹤0.01%	129
2020 Q1	$328K	Buy	+8,166	New	+$373K	﹤0.01%	127

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 Engines Advisors's XLK Position: Q1 2026 in Review

Financial Engines Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.9% in Q1 2026, selling an estimated $244K and leaving 42,984 shares worth $5.71M. The position accounts for 0.01% of the portfolio, ranked #135.

Financial Engines Advisors first reported a position in XLK in Q1 2020 and has held it in 21 quarters since. The position peaked at $18M in Q1 2022. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Financial Engines Advisors held 42,984 shares of State Street Technology Select Sector SPDR ETF worth $5.71M as of Q1 2026.
Financial Engines Advisors sold 1,732 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $244K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #135 holding.
Financial Engines Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 21 quarters since.
Financial Engines Advisors's State Street Technology Select Sector SPDR ETF position peaked at $18M in Q1 2022.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.