Michels Family Financial’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Michels Family Financial’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	$270K	Buy	2,031 +123	+6%	+$17.3K	0.19%	118
2025 Q4	$275K	Sell	1,908 -18	-0.9%	-$2.6K	0.2%	119
2025 Q3	$272K	Sell	1,926 -230	-11%	-$30.5K	0.21%	118
2025 Q2	$273K	Buy	2,156 +42	+2%	+$4.66K	0.23%	109
2025 Q1	$218K	Buy	2,114 +152	+8%	+$17.2K	0.2%	118
2024 Q4	$228K	Buy	+1,962	New	+$228K	0.21%	116

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

Michels Family Financial's XLK Position: Q1 2026 in Review

Michels Family Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.4% in Q1 2026, buying an estimated $17.3K and bringing the position to 2,031 shares worth $270K. The position accounts for 0.19% of the portfolio, ranked #118.

Michels Family Financial first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $275K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Michels Family Financial held 2,031 shares of State Street Technology Select Sector SPDR ETF worth $270K as of Q1 2026.
Michels Family Financial bought 123 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $17.3K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Michels Family Financial's portfolio in Q1 2026, its #118 holding.
Michels Family Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's State Street Technology Select Sector SPDR ETF position peaked at $275K in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.