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

Marks Wealth’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	–	Sell	-2,565	Closed	-$369K	–	22
2025 Q4	$369K	Sell	2,565 -311,881	-99%	-$45M	0.12%	15
2025 Q3	$44.3M	Buy	314,446 +8,396	+3%	+$1.11M	13.69%	2
2025 Q2	$38.8M	Buy	+306,050	New	+$34M	12.57%	4
2025 Q1	–	Sell	-281,784	Closed	-$32.8M	–	24
2024 Q4	$32.8M	Buy	281,784 +24,458	+10%	+$2.85M	15.77%	3
2024 Q3	$29M	Buy	257,326 +118,082	+85%	+$13M	12.47%	2
2024 Q2	$15.8M	Buy	+139,244	New	+$14.7M	6.95%	4

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 Wealth's XLK Position: Q1 2026 in Review

Marks Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 2,565 shares — an estimated $369K sold.

Marks Wealth first reported a position in XLK in Q2 2024 and held it in 6 quarters. The position peaked at $44.3M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Marks Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Marks Wealth sold 2,565 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $369K.
Marks Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and held it in 6 quarters.
Marks Wealth's State Street Technology Select Sector SPDR ETF position peaked at $44.3M 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 Marks Wealth's 13F filing for Q1 2026, filed 4 May 2026.