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KFA Private Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

KFA Private Wealth 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 		$8.71M Sell
65,542
-108
-0.2% -$15.2K 2.09% 12
2025
Q4 		$9.45M Sell
65,650
-1,562
-2% -$226K 2.3% 11
2025
Q3 		$9.47M Buy
67,212
+1,324
+2% +$175K 2.71% 9
2025
Q2 		$8.34M Buy
65,888
+636
+1% +$70.6K 2.58% 9
2025
Q1 		$6.74M Buy
65,252
+29,500
+83% +$3.34M 2.36% 13
2024
Q4 		$4.16M Buy
35,752
+11,432
+47% +$1.33M 1.74% 14
2024
Q3 		$2.75M Sell
24,320
-598
-2% -$65.6K 1.31% 19
2024
Q2 		$2.82M Sell
24,918
-1,794
-7% -$189K 1.46% 16
2024
Q1 		$2.78M Buy
26,712
+7,132
+36% +$721K 0.86% 22
2023
Q4 		$1.88M Buy
19,580
+1,078
+6% +$96K 0.68% 24
2023
Q3 		$1.52M Buy
18,502
+1,366
+8% +$117K 0.63% 25
2023
Q2 		$1.49M Buy
17,136
+1,056
+7% +$83.2K 0.62% 24
2023
Q1 		$1.21M Buy
16,080
+1,150
+8% +$79.1K 0.55% 26
2022
Q4 		$929K Sell
14,930
-686
-4% -$43.6K 0.47% 28
2022
Q3 		$927K Sell
15,616
-416
-3% -$28.4K 0.49% 27
2022
Q2 		$1.02M Buy
16,032
+356
+2% +$24.8K 0.56% 28
2022
Q1 		$1.25M Buy
15,676
+120
+0.8% +$9.42K 0.62% 24
2021
Q4 		$1.35M Sell
15,556
-1,546
-9% -$127K 0.67% 22
2021
Q3 		$1.28M Buy
17,102
+416
+2% +$32.1K 0.7% 23
2021
Q2 		$1.23M Sell
16,686
-624
-4% -$43.7K 0.67% 23
2021
Q1 		$1.15M Buy
17,310
+1,994
+13% +$132K 0.67% 23
2020
Q4 		$996K Sell
15,316
-1,080
-7% -$65.8K 0.63% 25
2020
Q3 		$957K Buy
16,396
+7,040
+75% +$398K 0.72% 22
2020
Q2 		$489K Sell
9,356
-7,334
-44% -$345K 0.47% 25
2020
Q1 		$671K Buy
16,690
+3,284
+24% +$150K 0.79% 18
2019
Q4 		$614K Buy
+13,406
New +$574K 0.56% 22

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KFA Private Wealth Group's XLK Position: Q1 2026 in Review

KFA Private Wealth Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.16% in Q1 2026, selling an estimated $15.2K and leaving 65,542 shares worth $8.71M. The position accounts for 2.09% of the portfolio, ranked #12.

KFA Private Wealth Group first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.47M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • KFA Private Wealth Group held 65,542 shares of State Street Technology Select Sector SPDR ETF worth $8.71M as of Q1 2026.
  • KFA Private Wealth Group sold 108 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $15.2K.
  • State Street Technology Select Sector SPDR ETF made up 2.09% of KFA Private Wealth Group's portfolio in Q1 2026, its #12 holding.
  • KFA Private Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $9.47M 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 KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.