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

Hurlow Wealth Management 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	$328K	Hold	2,466	–	–	0.08%	87
2025 Q4	$355K	Sell	2,466 -208	-8%	-$30K	0.09%	77
2025 Q3	$377K	Hold	2,674	–	–	0.1%	73
2025 Q2	$339K	Hold	2,674	–	–	0.1%	89
2025 Q1	$276K	Hold	2,674	–	–	0.09%	99
2024 Q4	$311K	Hold	2,674	–	–	0.1%	88
2024 Q3	$302K	Buy	2,674 +238	+10%	+$26.1K	0.09%	90
2024 Q2	$276K	Hold	2,436	–	–	0.09%	92
2024 Q1	$254K	Hold	2,436	–	–	0.09%	98
2023 Q4	$234K	Buy	+2,436	New	+$217K	0.09%	100
2023 Q3	–	Sell	-2,436	Closed	-$212K	–	111
2023 Q2	$212K	Buy	+2,436	New	+$192K	0.09%	103

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

Hurlow Wealth Management Group's XLK Position: Q1 2026 in Review

Hurlow Wealth Management Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,466 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #87.

Hurlow Wealth Management Group first reported a position in XLK in Q2 2023 and has held it in 11 quarters since. The position peaked at $377K in Q3 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Hurlow Wealth Management Group held 2,466 shares of State Street Technology Select Sector SPDR ETF worth $328K as of Q1 2026.
Hurlow Wealth Management Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #87 holding.
Hurlow Wealth Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 11 quarters since.
Hurlow Wealth Management Group's State Street Technology Select Sector SPDR ETF position peaked at $377K in Q3 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.