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

Florida Financial 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	$6.51M	Sell	48,947 -8,961	-15%	-$1.26M	1.56%	12
2025 Q4	$8.34M	Buy	57,908 +958	+2%	+$138K	2.27%	7
2025 Q3	$8.03M	Sell	56,950 -14,192	-20%	-$1.88M	2.48%	5
2025 Q2	$9.01M	Buy	71,142 +5,176	+8%	+$574K	2.99%	5
2025 Q1	$6.81M	Sell	65,966 -8,736	-12%	-$990K	2.69%	6
2024 Q4	$8.68M	Sell	74,702 -12,540	-14%	-$1.46M	3.88%	5
2024 Q3	$9.85M	Buy	87,242 +714	+0.8%	+$78.4K	5.08%	4
2024 Q2	$9.79M	Sell	86,528 -3,330	-4%	-$351K	5.87%	4
2024 Q1	$9.36M	Buy	89,858 +13,932	+18%	+$1.41M	6.88%	2
2023 Q4	$7.31M	Buy	+75,926	New	+$6.76M	6.77%	2

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

Florida Financial Advisors's XLK Position: Q1 2026 in Review

Florida Financial Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q1 2026, selling an estimated $1.26M and leaving 48,947 shares worth $6.51M. The position accounts for 1.56% of the portfolio, ranked #12.

Florida Financial Advisors first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.85M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Florida Financial Advisors held 48,947 shares of State Street Technology Select Sector SPDR ETF worth $6.51M as of Q1 2026.
Florida Financial Advisors sold 8,961 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.26M.
State Street Technology Select Sector SPDR ETF made up 1.56% of Florida Financial Advisors's portfolio in Q1 2026, its #12 holding.
Florida Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $9.85M in Q3 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.