FWL Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

FWL Investment 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
2026 Q1	$233K	Hold	1,754	–	–	0.05%	99
2025 Q4	$253K	Sell	1,754 -40	-2%	-$5.78K	0.06%	78
2025 Q3	$253K	Sell	1,794 -10	-0.6%	-$1.32K	0.07%	75
2025 Q2	$228K	Hold	1,804	–	–	0.07%	82
2025 Q1	$186K	Sell	1,804 -170	-9%	-$19.3K	0.07%	80
2024 Q4	$229K	Hold	1,974	–	–	0.08%	75
2024 Q3	$223K	Buy	1,974 +36	+2%	+$3.95K	0.09%	70
2024 Q2	$219K	Hold	1,938	–	–	0.11%	49
2024 Q1	$202K	Hold	1,938	–	–	0.11%	55
2023 Q4	$187K	Hold	1,938	–	–	0.11%	48
2023 Q3	$159K	Buy	+1,938	New	+$166K	0.11%	49
2023 Q2	–	Sell	-1,950	Closed	-$147K	–	79
2023 Q1	$147K	Hold	1,950	–	–	0.11%	49
2022 Q4	$121K	Hold	1,950	–	–	0.09%	64
2022 Q3	$116K	Buy	+1,950	New	+$133K	0.1%	41

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

FWL Investment Management's XLK Position: Q1 2026 in Review

FWL Investment Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,754 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #99.

FWL Investment Management first reported a position in XLK in Q3 2022 and has held it in 14 quarters since. The position peaked at $253K in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

FWL Investment Management held 1,754 shares of State Street Technology Select Sector SPDR ETF worth $233K as of Q1 2026.
FWL Investment Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.05% of FWL Investment Management's portfolio in Q1 2026, its #99 holding.
FWL Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2022 and has held it in 14 quarters since.
FWL Investment Management's State Street Technology Select Sector SPDR ETF position peaked at $253K 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 FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.