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

Martel Wealth Advisors’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	-1,958	Closed	-$282K	–	77
2025 Q4	$282K	Hold	1,958	–	–	0.05%	60
2025 Q3	$276K	Hold	1,958	–	–	0.05%	61
2025 Q2	$248K	Sell	1,958 -938	-32%	-$104K	0.05%	62
2025 Q1	$299K	Sell	2,896 -140	-5%	-$15.9K	0.06%	55
2024 Q4	$353K	Hold	3,036	–	–	0.07%	53
2024 Q3	$342K	Sell	3,036 -1,700	-36%	-$187K	0.07%	38
2024 Q2	$536K	Hold	4,736	–	–	0.11%	33
2024 Q1	$493K	Hold	4,736	–	–	0.11%	34
2023 Q4	$456K	Hold	4,736	–	–	0.1%	34
2023 Q3	$388K	Hold	4,736	–	–	0.1%	35
2023 Q2	$412K	Hold	4,736	–	–	0.1%	36
2023 Q1	$358K	Buy	+4,736	New	+$326K	0.09%	35

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

Martel Wealth Advisors's XLK Position: Q1 2026 in Review

Martel Wealth Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 1,958 shares — an estimated $282K sold.

Martel Wealth Advisors first reported a position in XLK in Q1 2023 and held it in 12 quarters. The position peaked at $536K in Q2 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Martel Wealth Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Martel Wealth Advisors sold 1,958 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $282K.
Martel Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 12 quarters.
Martel Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $536K in Q2 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Martel Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.