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

Kingsview 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
2020 Q2	–	Sell	-1,000	Closed	-$3K	–	663
2020 Q1	$3K	Buy	1,000 +800	+400%	+$36.5K	﹤0.01%	478
2019 Q4	$1K	Buy	+200	New	+$8.56K	﹤0.01%	490
2018 Q3	–	Sell	-1,200	Closed	-$1K	–	459
2018 Q2	$1K	Sell	1,200 -200	-14%	-$6.86K	﹤0.01%	377
2018 Q1	$1K	Hold	1,400	–	–	﹤0.01%	364
2017 Q4	$8K	Buy	1,400 +800	+133%	+$25.1K	﹤0.01%	330
2017 Q3	$5K	Buy	+600	New	+$17.3K	﹤0.01%	307

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

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

Kingsview Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 26% in Q1 2026, buying an estimated $13.3M and bringing the position to 455,331 shares worth $60.5M. The position accounts for 0.83% of the portfolio, ranked #22.

Kingsview Wealth Management first reported a position in XLK in Q1 2017 and has held it in 37 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Kingsview Wealth Management held 455,331 shares of State Street Technology Select Sector SPDR ETF worth $60.5M as of Q1 2026.
Kingsview Wealth Management bought 94,581 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $13.3M.
State Street Technology Select Sector SPDR ETF made up 0.83% of Kingsview Wealth Management's portfolio in Q1 2026, its #22 holding.
Kingsview Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.