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

Forvis Mazars 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	$1.38M	Buy	10,419 +223	+2%	+$31.4K	0.03%	186
2025 Q4	$1.47M	Sell	10,196 -242	-2%	-$34.9K	0.03%	177
2025 Q3	$1.47M	Buy	10,438 +1,254	+14%	+$166K	0.03%	176
2025 Q2	$1.16M	Sell	9,184 -760	-8%	-$84.3K	0.03%	193
2025 Q1	$1.03M	Sell	9,944 -530	-5%	-$60.1K	0.02%	204
2024 Q4	$1.22M	Buy	10,474 +1,120	+12%	+$130K	0.03%	202
2024 Q3	$1.06M	Sell	9,354 -178	-2%	-$19.5K	0.02%	223
2024 Q2	$1.08M	Hold	9,532	–	–	0.03%	204
2024 Q1	$993K	Buy	9,532 +574	+6%	+$58K	0.03%	214
2023 Q4	$862K	Sell	8,958 -992	-10%	-$88.3K	0.02%	217
2023 Q3	$816K	Buy	9,950 +986	+11%	+$84.6K	0.02%	221
2023 Q2	$779K	Buy	8,964 +2,098	+31%	+$165K	0.02%	238
2023 Q1	$518K	Sell	6,866 -2,050	-23%	-$141K	0.02%	264
2022 Q4	$555K	Buy	8,916 +2,134	+31%	+$136K	0.02%	250
2022 Q3	$403K	Sell	6,782 -50	-0.7%	-$3.41K	0.02%	283
2022 Q2	$434K	Sell	6,832 -3,944	-37%	-$275K	0.02%	269
2022 Q1	$856K	Buy	10,776 +6,578	+157%	+$516K	0.04%	154
2021 Q4	$365K	Buy	+4,198	New	+$346K	0.02%	207
2021 Q2	–	Sell	-9,400	Closed	-$624K	–	280
2021 Q1	$624K	Buy	9,400 +3,400	+57%	+$224K	0.03%	156
2020 Q4	$390K	Buy	+6,000	New	+$365K	0.02%	258

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

Forvis Mazars Wealth Advisors's XLK Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.2% in Q1 2026, buying an estimated $31.4K and bringing the position to 10,419 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #186.

Forvis Mazars Wealth Advisors first reported a position in XLK in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.47M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Forvis Mazars Wealth Advisors held 10,419 shares of State Street Technology Select Sector SPDR ETF worth $1.38M as of Q1 2026.
Forvis Mazars Wealth Advisors bought 223 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $31.4K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #186 holding.
Forvis Mazars Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
Forvis Mazars Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.47M in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.