Heritage Family Offices’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Heritage Family Offices’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	$674K	Buy	5,073 +5	+0.1%	+$705	0.3%	77
2025 Q4	$730K	Sell	5,068 -752	-13%	-$109K	0.33%	70
2025 Q3	$820K	Buy	5,820 +10	+0.2%	+$1.32K	0.38%	65
2025 Q2	$599K	Hold	5,810	–	–	0.3%	81
2025 Q1	$600K	Buy	5,810 +8	+0.1%	+$907	0.31%	80
2024 Q4	$675K	Buy	5,802 +6	+0.1%	+$698	0.34%	67
2024 Q3	$654K	Buy	5,796 +6	+0.1%	+$659	0.34%	67
2024 Q2	$655K	Buy	+5,790	New	+$610K	0.36%	64

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

Heritage Family Offices's XLK Position: Q1 2026 in Review

Heritage Family Offices increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.1% in Q1 2026, buying an estimated $705 and bringing the position to 5,073 shares worth $674K. The position accounts for 0.3% of the portfolio, ranked #77.

Heritage Family Offices first reported a position in XLK in Q2 2024 and has held it in 8 quarters since. The position peaked at $820K in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Heritage Family Offices held 5,073 shares of State Street Technology Select Sector SPDR ETF worth $674K as of Q1 2026.
Heritage Family Offices bought 5 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $705.
State Street Technology Select Sector SPDR ETF made up 0.3% of Heritage Family Offices's portfolio in Q1 2026, its #77 holding.
Heritage Family Offices first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's State Street Technology Select Sector SPDR ETF position peaked at $820K 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 Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.