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

Marks Group 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	$251K	Hold	1,890	–	–	0.02%	313
2025 Q4	$272K	Hold	1,890	–	–	0.03%	298
2025 Q3	$266K	Hold	1,890	–	–	0.02%	268
2025 Q2	$239K	Buy	+1,890	New	+$210K	0.02%	276
2025 Q1	–	Sell	-1,890	Closed	-$220K	–	312
2024 Q4	$220K	Hold	1,890	–	–	0.02%	276
2024 Q3	$213K	Sell	1,890 -574	-23%	-$63K	0.02%	287
2024 Q2	$279K	Hold	2,464	–	–	0.03%	263
2024 Q1	$257K	Hold	2,464	–	–	0.03%	277
2023 Q4	$237K	Buy	+2,464	New	+$219K	0.03%	278

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

Marks Group Wealth Management's XLK Position: Q1 2026 in Review

Marks Group Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,890 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #313.

Marks Group Wealth Management first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $279K in Q2 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Marks Group Wealth Management held 1,890 shares of State Street Technology Select Sector SPDR ETF worth $251K as of Q1 2026.
Marks Group 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 0.02% of Marks Group Wealth Management's portfolio in Q1 2026, its #313 holding.
Marks Group Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Marks Group Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $279K in Q2 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.