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

Merkkuri 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	$292K	Buy	2,195 +2	+0.1%	+$282	0.19%	69
2025 Q4	$316K	Sell	2,193 -137	-6%	-$19.8K	0.21%	68
2025 Q3	$328K	Sell	2,330 -616	-21%	-$81.6K	0.24%	64
2025 Q2	$373K	Buy	2,946 +1,006	+52%	+$112K	0.28%	60
2025 Q1	$200K	Sell	1,940 -2,408	-55%	-$273K	0.17%	80
2024 Q4	$505K	Buy	4,348 +304	+8%	+$35.4K	0.4%	56
2024 Q3	$456K	Buy	4,044 +540	+15%	+$59.3K	0.36%	59
2024 Q2	$396K	Buy	+3,504	New	+$369K	0.36%	58

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

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

Merkkuri Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.09% in Q1 2026, buying an estimated $282 and bringing the position to 2,195 shares worth $292K. The position accounts for 0.19% of the portfolio, ranked #69.

Merkkuri Wealth Advisors first reported a position in XLK in Q2 2024 and has held it in 8 quarters since. The position peaked at $505K in Q4 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Merkkuri Wealth Advisors held 2,195 shares of State Street Technology Select Sector SPDR ETF worth $292K as of Q1 2026.
Merkkuri Wealth Advisors bought 2 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $282.
State Street Technology Select Sector SPDR ETF made up 0.19% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #69 holding.
Merkkuri Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $505K in Q4 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.