M Holdings Securities’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

M Holdings Securities’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	$1.94M	Buy	11,692 +897	+8%	+$126K	0.13%	133
2025 Q4	$1.55M	Buy	+10,795	New	+$1.56M	0.11%	152
2024 Q3	–	Sell	-12,254	Closed	-$1.39M	–	310
2024 Q2	$1.39M	Buy	+12,254	New	+$1.29M	0.18%	77
2023 Q2	–	Sell	-10,134	Closed	-$765K	–	465
2023 Q1	$765K	Sell	10,134 -118	-1%	-$8.12K	0.08%	187
2022 Q4	$638K	Buy	10,252 +1,114	+12%	+$70.7K	0.07%	215
2022 Q3	$543K	Sell	9,138 -100	-1%	-$6.82K	0.06%	229
2022 Q2	$587K	Sell	9,238 -1,654	-15%	-$115K	0.06%	222
2022 Q1	$866K	Buy	+10,892	New	+$855K	0.07%	205
2021 Q2	–	Sell	-10,974	Closed	-$729K	–	494
2021 Q1	$729K	Buy	+10,974	New	+$724K	0.07%	234
2020 Q2	–	Sell	-38,812	Closed	-$1.56M	–	240
2020 Q1	$1.56M	Buy	38,812 +15,982	+70%	+$729K	0.23%	109
2019 Q4	$1.05M	Sell	22,830 -7,348	-24%	-$315K	0.31%	87
2019 Q3	$1.22M	Sell	30,178 -2,996	-9%	-$120K	0.37%	76
2019 Q2	$1.29M	Sell	33,174 -148	-0.4%	-$5.64K	0.44%	67
2019 Q1	$1.23M	Buy	33,322 +1,804	+6%	+$61.7K	0.29%	92
2018 Q4	$977K	Sell	31,518 -2,672	-8%	-$90.4K	0.3%	89
2018 Q3	$1.29M	Buy	34,190 +4,018	+13%	+$147K	0.34%	75
2018 Q2	$1.05M	Buy	30,172 +2,612	+9%	+$89.6K	0.29%	97
2018 Q1	$902K	Buy	27,560 +20	+0.1%	+$672	0.28%	113
2017 Q4	$881K	Buy	27,540 +714	+3%	+$22.4K	0.27%	118
2017 Q3	$793K	Buy	26,826 +1,068	+4%	+$30.8K	0.25%	115
2017 Q2	$705K	Buy	+25,758	New	+$709K	0.24%	116

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

M Holdings Securities's XLK Position: Q1 2026 in Review

M Holdings Securities increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.3% in Q1 2026, buying an estimated $126K and bringing the position to 11,692 shares worth $1.94M. The position accounts for 0.13% of the portfolio, ranked #133.

M Holdings Securities first reported a position in XLK in Q2 2017 and has held it in 21 quarters since. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

M Holdings Securities held 11,692 shares of State Street Technology Select Sector SPDR ETF worth $1.94M as of Q1 2026.
M Holdings Securities bought 897 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $126K.
State Street Technology Select Sector SPDR ETF made up 0.13% of M Holdings Securities's portfolio in Q1 2026, its #133 holding.
M Holdings Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2017 and has held it in 21 quarters since.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.