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

KFG 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	$459K	Hold	3,453	–	–	0.06%	143
2025 Q4	$497K	Sell	3,453 -95	-3%	-$13.7K	0.07%	139
2025 Q3	$500K	Hold	3,548	–	–	0.07%	130
2025 Q2	$449K	Buy	3,548 +6	+0.2%	+$666	0.07%	132
2025 Q1	$366K	Hold	3,542	–	–	0.07%	135
2024 Q4	$412K	Sell	3,542 -12	-0.3%	-$1.4K	0.08%	120
2024 Q3	$401K	Sell	3,554 -102	-3%	-$11.2K	0.09%	123
2024 Q2	$414K	Hold	3,656	–	–	0.16%	104
2024 Q1	$381K	Buy	3,656 +162	+5%	+$16.4K	0.16%	107
2023 Q4	$336K	Hold	3,494	–	–	0.15%	99
2023 Q3	$286K	Hold	3,494	–	–	0.16%	101
2023 Q2	$304K	Hold	3,494	–	–	0.18%	88
2023 Q1	$261K	Hold	3,494	–	–	0.18%	70
2022 Q4	$217K	Buy	+3,494	New	+$222K	0.22%	70

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

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

KFG Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 3,453 shares worth $459K. The position accounts for 0.06% of the portfolio, ranked #143.

KFG Wealth Management first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $500K in Q3 2025. 2,399 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

KFG Wealth Management held 3,453 shares of State Street Technology Select Sector SPDR ETF worth $459K as of Q1 2026.
KFG 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 0.06% of KFG Wealth Management's portfolio in Q1 2026, its #143 holding.
KFG Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
KFG Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $500K in Q3 2025.
2,399 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.