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

FRG Family 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	$359K	Hold	2,698	–	–	0.06%	130
2025 Q4	$388K	Hold	2,698	–	–	0.06%	124
2025 Q3	$380K	Hold	2,698	–	–	0.06%	121
2025 Q2	$342K	Hold	2,698	–	–	0.06%	122
2025 Q1	$279K	Hold	2,698	–	–	0.05%	135
2024 Q4	$314K	Hold	2,698	–	–	0.06%	123
2024 Q3	$305K	Hold	2,698	–	–	0.05%	128
2024 Q2	$271K	Hold	2,698	–	–	0.05%	129
2024 Q1	$265K	Hold	2,698	–	–	0.05%	127
2023 Q4	$260K	Buy	+2,698	New	+$240K	0.05%	130

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

FRG Family Wealth Advisors's XLK Position: Q1 2026 in Review

FRG Family Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,698 shares worth $359K. The position accounts for 0.06% of the portfolio, ranked #130.

FRG Family Wealth Advisors first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $388K in Q4 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

FRG Family Wealth Advisors held 2,698 shares of State Street Technology Select Sector SPDR ETF worth $359K as of Q1 2026.
FRG Family Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #130 holding.
FRG Family Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
FRG Family Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $388K 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 FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.