Goodman Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Goodman Advisory Group’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	$725K	Buy	5,452 +305	+6%	+$43K	0.19%	57
2025 Q4	$741K	Sell	5,147 -2,623	-34%	-$379K	0.18%	47
2025 Q3	$1.1M	Sell	7,770 -696	-8%	-$92.2K	0.27%	43
2025 Q2	$1.07M	Sell	8,466 -1,424	-14%	-$158K	0.36%	36
2025 Q1	$1.02M	Buy	+9,890	New	+$1.12M	0.31%	54
2024 Q4	–	Sell	-12,624	Closed	-$1.43M	–	193
2024 Q3	$1.43M	Buy	12,624 +344	+3%	+$37.8K	0.41%	49
2024 Q2	$1.39M	Buy	12,280 +512	+4%	+$53.9K	0.41%	47
2024 Q1	$1.23M	Buy	11,768 +2,026	+21%	+$205K	0.39%	50
2023 Q4	$938K	Buy	+9,742	New	+$867K	0.32%	46

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

Goodman Advisory Group's XLK Position: Q1 2026 in Review

Goodman Advisory Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.9% in Q1 2026, buying an estimated $43K and bringing the position to 5,452 shares worth $725K. The position accounts for 0.19% of the portfolio, ranked #57.

Goodman Advisory Group first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.43M in Q3 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Goodman Advisory Group held 5,452 shares of State Street Technology Select Sector SPDR ETF worth $725K as of Q1 2026.
Goodman Advisory Group bought 305 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $43K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Goodman Advisory Group's portfolio in Q1 2026, its #57 holding.
Goodman Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Goodman Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $1.43M in Q3 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.