Focused Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Focused Wealth 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
2020 Q2	–	Sell	-7,200	Closed	-$11K	–	842
2020 Q1	$11K	Buy	+7,200	New	+$329K	﹤0.01%	451

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

Focused Wealth Management's XLK Position: Q1 2026 in Review

Focused Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8% in Q1 2026, selling an estimated $28.3K and leaving 2,316 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #153.

Focused Wealth Management first reported a position in XLK in Q3 2013 and has held it in 36 quarters since. The position peaked at $362K in Q4 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Focused Wealth Management held 2,316 shares of State Street Technology Select Sector SPDR ETF worth $308K as of Q1 2026.
Focused Wealth Management sold 201 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $28.3K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Focused Wealth Management's portfolio in Q1 2026, its #153 holding.
Focused Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and has held it in 36 quarters since.
Focused Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $362K in Q4 2025.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.