Mindset Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Mindset Wealth Management’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	$698K	Sell	5,256 -15	-0.3%	-$2.11K	0.19%	67
2025 Q4	$759K	Buy	5,271 +13	+0.2%	+$1.88K	0.2%	55
2025 Q3	$741K	Hold	5,258	–	–	0.2%	55
2025 Q2	$666K	Buy	5,258 +2,338	+80%	+$259K	0.22%	54
2025 Q1	$301K	Buy	2,920 +2	+0.1%	+$227	0.12%	95
2024 Q4	$339K	Hold	2,918	–	–	0.12%	91
2024 Q3	$329K	Buy	+2,918	New	+$320K	0.14%	87

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

Mindset Wealth Management's XLK Position: Q1 2026 in Review

Mindset Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.28% in Q1 2026, selling an estimated $2.11K and leaving 5,256 shares worth $698K. The position accounts for 0.19% of the portfolio, ranked #67.

Mindset Wealth Management first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $759K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Mindset Wealth Management held 5,256 shares of State Street Technology Select Sector SPDR ETF worth $698K as of Q1 2026.
Mindset Wealth Management sold 15 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $2.11K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Mindset Wealth Management's portfolio in Q1 2026, its #67 holding.
Mindset Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Mindset Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $759K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.