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

Granite Bay 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
2026 Q1	$598K	Hold	4,500	–	–	0.13%	51
2025 Q4	$648K	Hold	4,500	–	–	0.16%	46
2025 Q3	$634K	Sell	4,500 -800	-15%	-$106K	0.17%	45
2025 Q2	$671K	Buy	5,300 +800	+18%	+$88.8K	0.22%	38
2025 Q1	$465K	Buy	4,500 +400	+10%	+$45.3K	0.16%	45
2024 Q4	$477K	Hold	4,100	–	–	0.18%	44
2024 Q3	$463K	Hold	4,100	–	–	0.26%	29
2024 Q2	$464K	Sell	4,100 -14,502	-78%	-$1.53M	0.25%	40
2024 Q1	$1.94M	Sell	18,602 -4,442,340	-100%	-$449M	1.1%	25
2023 Q4	$395M	Sell	4,460,942 -556,646	-11%	-$49.6M	3.53%	10
2023 Q3	$430M	Buy	5,017,588 +4,916,990	+4,888%	+$422M	4.22%	6
2023 Q2	$8.74M	Sell	100,598 -51,556	-34%	-$4.06M	8.14%	5
2023 Q1	$11.5M	Sell	152,154 -3,536	-2%	-$243K	8.03%	4
2022 Q4	$9.69M	Buy	155,690 +2,280	+1%	+$145K	6.32%	5
2022 Q3	$9.11M	Sell	153,410 -274	-0.2%	-$18.7K	7.32%	5
2022 Q2	$9.77M	Buy	153,684 +17,748	+13%	+$1.24M	7.58%	6
2022 Q1	$10.8M	Buy	135,936 +133,166	+4,807%	+$10.5M	8.75%	4
2021 Q4	$241K	Buy	+2,770	New	+$228K	0.24%	53

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

Granite Bay Wealth Management's XLK Position: Q1 2026 in Review

Granite Bay Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 4,500 shares worth $598K. The position accounts for 0.13% of the portfolio, ranked #51.

Granite Bay Wealth Management first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $430M in Q3 2023. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Granite Bay Wealth Management held 4,500 shares of State Street Technology Select Sector SPDR ETF worth $598K as of Q1 2026.
Granite Bay Wealth 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 0.13% of Granite Bay Wealth Management's portfolio in Q1 2026, its #51 holding.
Granite Bay Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Granite Bay Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $430M in Q3 2023.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.