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

Greenwich 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	$380K	Buy	2,861 +1	+0%	+$141	0.02%	223
2025 Q4	$412K	Hold	2,860	–	–	0.02%	213
2025 Q3	$403K	Sell	2,860 -42	-1%	-$5.56K	0.02%	210
2025 Q2	$368K	Buy	2,902 +416	+17%	+$46.2K	0.02%	196
2025 Q1	$257K	Hold	2,486	–	–	0.02%	210
2024 Q4	$289K	Buy	2,486 +2	+0.1%	+$233	0.02%	204
2024 Q3	$280K	Sell	2,484 -20	-0.8%	-$2.19K	0.02%	207
2024 Q2	$283K	Sell	2,504 -18	-0.7%	-$1.9K	0.02%	200
2024 Q1	$263K	Sell	2,522 -20	-0.8%	-$2.02K	0.02%	200
2023 Q4	$245K	Sell	2,542 -58	-2%	-$5.16K	0.02%	196
2023 Q3	$213K	Hold	2,600	–	–	0.02%	204
2023 Q2	$226K	Sell	2,600 -60	-2%	-$4.73K	0.02%	201
2023 Q1	$201K	Buy	+2,660	New	+$183K	0.02%	214
2022 Q2	–	Sell	-2,692	Closed	-$214K	–	251
2022 Q1	$214K	Hold	2,692	–	–	0.02%	219
2021 Q4	$234K	Hold	2,692	–	–	0.02%	215
2021 Q3	$201K	Sell	2,692 -58	-2%	-$4.47K	0.02%	230
2021 Q2	$203K	Buy	+2,750	New	+$193K	0.02%	214

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

Greenwich Wealth Management's XLK Position: Q1 2026 in Review

Greenwich Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.03% in Q1 2026, buying an estimated $141 and bringing the position to 2,861 shares worth $380K. The position accounts for 0.02% of the portfolio, ranked #223.

Greenwich Wealth Management first reported a position in XLK in Q2 2021 and has held it in 17 quarters since. The position peaked at $412K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Greenwich Wealth Management held 2,861 shares of State Street Technology Select Sector SPDR ETF worth $380K as of Q1 2026.
Greenwich Wealth Management bought 1 State Street Technology Select Sector SPDR ETF share in Q1 2026, an estimated $141.
State Street Technology Select Sector SPDR ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #223 holding.
Greenwich Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 17 quarters since.
Greenwich Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $412K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.