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

Meridian Wealth Partners’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	$240K	Hold	1,805	–	–	0.03%	103
2025 Q4	$260K	Sell	1,805 -1	-0.1%	-$144	0.04%	92
2025 Q3	$254K	Hold	1,806	–	–	0.04%	97
2025 Q2	$229K	Buy	+1,806	New	+$200K	0.03%	102
2025 Q1	–	Sell	-1,808	Closed	-$210K	–	110
2024 Q4	$210K	Buy	1,808 +2	+0.1%	+$233	0.03%	103
2024 Q3	$204K	Sell	1,806 -20	-1%	-$2.19K	0.03%	105
2024 Q2	$207K	Sell	1,826 -1,144	-39%	-$120K	0.04%	106
2024 Q1	$309K	Hold	2,970	–	–	0.06%	80
2023 Q4	$286K	Buy	+2,970	New	+$264K	0.05%	78
2021 Q2	–	Sell	-1,806	Closed	-$120K	–	1299
2021 Q1	$120K	Hold	1,806	–	–	0.04%	99
2020 Q4	$117K	Hold	1,806	–	–	0.05%	87
2020 Q3	$105K	Hold	1,806	–	–	0.05%	92
2020 Q2	$94K	Sell	1,806 -1,580	-47%	-$74.3K	0.05%	97
2020 Q1	$136K	Buy	3,386 +1,550	+84%	+$70.7K	0.08%	71
2019 Q4	$84K	Buy	+1,836	New	+$78.6K	0.05%	105

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 Partners's XLK Position: Q1 2026 in Review

Meridian Wealth Partners held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,805 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #103.

Meridian Wealth Partners first reported a position in XLK in Q4 2019 and has held it in 15 quarters since. The position peaked at $309K in Q1 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Meridian Wealth Partners held 1,805 shares of State Street Technology Select Sector SPDR ETF worth $240K as of Q1 2026.
Meridian Wealth Partners left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Meridian Wealth Partners's portfolio in Q1 2026, its #103 holding.
Meridian Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 15 quarters since.
Meridian Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $309K in Q1 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.