Flagship Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Flagship Wealth 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	$486K	Sell	1,920 -3,366	-64%	-$474K	0.21%	60
2025 Q4	$761K	Hold	5,286	–	–	0.22%	57
2025 Q3	$745K	Sell	5,286 -54	-1%	-$7.15K	0.25%	60
2025 Q2	$676K	Hold	5,340	–	–	0.25%	57
2025 Q1	$551K	Hold	5,340	–	–	0.23%	61
2024 Q4	$621K	Buy	+5,340	New	+$621K	0.36%	40

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

Flagship Wealth Advisors's XLK Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 64% in Q1 2026, selling an estimated $474K and leaving 1,920 shares worth $486K. The position accounts for 0.21% of the portfolio, ranked #60.

Flagship Wealth Advisors first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $761K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Flagship Wealth Advisors held 1,920 shares of State Street Technology Select Sector SPDR ETF worth $486K as of Q1 2026.
Flagship Wealth Advisors sold 3,366 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $474K.
State Street Technology Select Sector SPDR ETF made up 0.21% of Flagship Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Flagship Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $761K 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 Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.