Financial Gravity Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Financial Gravity Asset Management’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	$61K	Buy	459 +164	+56%	+$23.1K	0.01%	281
2025 Q4	$42.4K	Buy	295 +1	+0.3%	+$144	0.01%	271
2025 Q3	$41.5K	Buy	+294	New	+$38.9K	0.01%	321
2025 Q1	$38.4K	Buy	+372	New	+$42.2K	0.01%	358
2024 Q2	–	Sell	-1,486	Closed	-$155K	–	1806
2024 Q1	$155K	Buy	1,486 +16	+1%	+$1.62K	0.04%	147
2023 Q4	$141K	Buy	+1,470	New	+$131K	0.04%	160
2021 Q3	$149K	Buy	522 +516	+8,600%	+$39.8K	0.07%	250
2021 Q2	$148K	Buy	+6	New	+$420	0.05%	245
2020 Q4	$11K	Buy	+168	New	+$10.2K	0.01%	172
2019 Q4	$94K	Sell	1,736 -1,690	-49%	-$72.3K	0.06%	349
2019 Q3	$138K	Sell	3,426 -5,866	-63%	-$235K	0.12%	167
2019 Q2	$363K	Sell	9,292 -3,798	-29%	-$145K	0.3%	83
2019 Q1	$491K	Buy	+13,090	New	+$448K	0.4%	63
2018 Q3	$570K	Buy	17,032 +16,898	+12,610%	+$620K	0.6%	26
2018 Q2	$5K	Buy	134 +64	+91%	+$2.2K	﹤0.01%	785
2018 Q1	$2K	Buy	+70	New	+$2.35K	﹤0.01%	1015

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Gravity Asset Management's XLK Position: Q1 2026 in Review

Financial Gravity Asset Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 56% in Q1 2026, buying an estimated $23.1K and bringing the position to 459 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #281.

Financial Gravity Asset Management first reported a position in XLK in Q1 2018 and has held it in 16 quarters since. The position peaked at $570K in Q3 2018. 2,418 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Financial Gravity Asset Management held 459 shares of State Street Technology Select Sector SPDR ETF worth $61K as of Q1 2026.
Financial Gravity Asset Management bought 164 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $23.1K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #281 holding.
Financial Gravity Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $570K in Q3 2018.
2,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.