Medallion Wealth Advisors’s State Street Technology Select Sector SPDR Premium Income ETF XLKI Stock Holding History

Medallion Wealth Advisors’s Portfolio XLKI Stock Details XLKI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-564	Closed	-$14.3K	–	1164
2025 Q4	$14.3K	Buy	+564	New	+$14.7K	﹤0.01%	699

Other funds holding XLKI

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Medallion Wealth Advisors's XLKI Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of State Street Technology Select Sector SPDR Premium Income ETF (XLKI) in Q1 2026, closing a stake of 564 shares — an estimated $14.3K sold.

Medallion Wealth Advisors first reported a position in XLKI in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 4 funds tracked by Wall St. Rank hold XLKI as of Q1 2026.

Medallion Wealth Advisors reported no remaining State Street Technology Select Sector SPDR Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 564 State Street Technology Select Sector SPDR Premium Income ETF shares in Q1 2026, an estimated $14.3K.
Medallion Wealth Advisors first reported a position in State Street Technology Select Sector SPDR Premium Income ETF in Q4 2025 and held it in 1 quarter.
Medallion Wealth Advisors's State Street Technology Select Sector SPDR Premium Income ETF position peaked at $14.3K in Q4 2025.
4 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR Premium Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.