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

Meridian 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	$4.6M	Sell	34,601 -4,549	-12%	-$641K	0.61%	42
2025 Q4	$5.64M	Sell	39,150 -208	-0.5%	-$30K	0.78%	39
2025 Q3	$5.55M	Sell	39,358 -150	-0.4%	-$19.9K	0.79%	35
2025 Q2	$5M	Sell	39,508 -468	-1%	-$51.9K	0.79%	33
2025 Q1	$4.13M	Buy	39,976 +710	+2%	+$80.5K	0.7%	37
2024 Q4	$4.57M	Sell	39,266 -48	-0.1%	-$5.58K	0.75%	36
2024 Q3	$4.44M	Sell	39,314 -3,350	-8%	-$368K	0.74%	37
2024 Q2	$4.83M	Buy	42,664 +2	+0%	+$211	0.86%	34
2024 Q1	$4.44M	Hold	42,662	–	–	0.83%	34
2023 Q4	$4.11M	Buy	42,662 +2	+0%	+$178	0.9%	34
2023 Q3	$3.5M	Hold	42,660	–	–	0.87%	30
2023 Q2	$3.71M	Sell	42,660 -1,154	-3%	-$91K	0.9%	28
2023 Q1	$3.31M	Sell	43,814 -178	-0.4%	-$12.2K	0.83%	30
2022 Q4	$2.74M	Sell	43,992 -8,462	-16%	-$537K	0.71%	37
2022 Q3	$3.12M	Sell	52,454 -6,132	-10%	-$418K	0.88%	27
2022 Q2	$3.72M	Sell	58,586 -16,338	-22%	-$1.14M	0.99%	23
2022 Q1	$5.95M	Sell	74,924 -898	-1%	-$70.5K	1.38%	15
2021 Q4	$6.59M	Buy	75,822 +430	+0.6%	+$35.4K	1.6%	11
2021 Q3	$5.63M	Buy	75,392 +6,472	+9%	+$499K	1.57%	14
2021 Q2	$5.09M	Hold	68,920	–	–	1.44%	15
2021 Q1	$4.58M	Buy	68,920 +3,302	+5%	+$218K	1.52%	15
2020 Q4	$4.27M	Sell	65,618 -14,100	-18%	-$859K	1.56%	14
2020 Q3	$4.65M	Buy	79,718 +3,456	+5%	+$195K	2%	12
2020 Q2	$3.98M	Buy	76,262 +16,500	+28%	+$776K	1.84%	12
2020 Q1	$2.4M	Buy	59,762 +2,950	+5%	+$135K	1.33%	16
2019 Q4	$2.6M	Buy	56,812 +10,120	+22%	+$433K	1.03%	23
2019 Q3	$1.88M	Buy	46,692 +4,290	+10%	+$172K	0.8%	25
2019 Q2	$1.66M	Buy	42,402 +5,270	+14%	+$201K	1.15%	15
2019 Q1	$1.37M	Buy	37,132 +382	+1%	+$13.1K	1%	19
2018 Q4	$1.14M	Buy	+36,750	New	+$1.24M	0.87%	22

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

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

Meridian Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q1 2026, selling an estimated $641K and leaving 34,601 shares worth $4.6M. The position accounts for 0.61% of the portfolio, ranked #42.

Meridian Wealth Advisors first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.59M in Q4 2021. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Meridian Wealth Advisors held 34,601 shares of State Street Technology Select Sector SPDR ETF worth $4.6M as of Q1 2026.
Meridian Wealth Advisors sold 4,549 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $641K.
State Street Technology Select Sector SPDR ETF made up 0.61% of Meridian Wealth Advisors's portfolio in Q1 2026, its #42 holding.
Meridian Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Meridian Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $6.59M in Q4 2021.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.