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

KDK Private 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	$1.64M	Hold	12,352	–	–	1.5%	15
2025 Q4	$1.78M	Sell	12,352 -40	-0.3%	-$5.78K	1.55%	14
2025 Q3	$1.75M	Sell	12,392 -110	-0.9%	-$14.6K	1.77%	12
2025 Q2	$1.58M	Hold	12,502	–	–	1.69%	12
2025 Q1	$1.29M	Hold	12,502	–	–	1.47%	13
2024 Q4	$1.45M	Buy	+12,502	New	+$1.45M	1.51%	14

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

KDK Private Wealth Management's XLK Position: Q1 2026 in Review

KDK Private Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 12,352 shares worth $1.64M. The position accounts for 1.5% of the portfolio, ranked #15.

KDK Private Wealth Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.78M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

KDK Private Wealth Management held 12,352 shares of State Street Technology Select Sector SPDR ETF worth $1.64M as of Q1 2026.
KDK Private 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 1.5% of KDK Private Wealth Management's portfolio in Q1 2026, its #15 holding.
KDK Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
KDK Private Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.78M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.