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

Horizon 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	$34.2M	Sell	256,990 -128,604	-33%	-$18.1M	5.01%	3
2025 Q4	$55.5M	Buy	385,594 +84,022	+28%	+$12.1M	8.62%	2
2025 Q3	$42.5M	Buy	+301,572	New	+$39.9M	6.24%	5
2025 Q1	–	Sell	-127,912	Closed	-$14.9M	–	111
2024 Q4	$14.9M	Buy	+127,912	New	+$14.9M	2.59%	12
2024 Q2	–	Sell	-123,356	Closed	-$12.8M	–	95
2024 Q1	$12.8M	Sell	123,356 -10,082	-8%	-$1.02M	3.35%	9
2023 Q4	$12.8M	Buy	133,438 +634	+0.5%	+$56.4K	3.57%	10
2023 Q3	$10.9M	Buy	+132,804	New	+$11.4M	4.37%	7

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

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

Horizon Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 33% in Q1 2026, selling an estimated $18.1M and leaving 256,990 shares worth $34.2M. The position accounts for 5.01% of the portfolio, ranked #3.

Horizon Wealth Management first reported a position in XLK in Q3 2023 and has held it in 7 quarters since. The position peaked at $55.5M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Horizon Wealth Management held 256,990 shares of State Street Technology Select Sector SPDR ETF worth $34.2M as of Q1 2026.
Horizon Wealth Management sold 128,604 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $18.1M.
State Street Technology Select Sector SPDR ETF made up 5.01% of Horizon Wealth Management's portfolio in Q1 2026, its #3 holding.
Horizon Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 7 quarters since.
Horizon Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $55.5M in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.