MWM
XLK icon

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

Modern 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 		$15.4M Buy
114,325
+4,037
+4% +$569K 0.26% 96
2025
Q4 		$15.9M Buy
110,288
+1,640
+2% +$237K 0.29% 87
2025
Q3 		$15.3M Buy
108,648
+2,844
+3% +$377K 0.3% 86
2025
Q2 		$13.4M Buy
105,804
+94,014
+797% +$10.4M 0.33% 75
2025
Q1 		$1.22M Sell
11,790
-26,196
-69% -$2.97M 0.04% 280
2024
Q4 		$4.42M Buy
37,986
+8,166
+27% +$950K 0.16% 120
2024
Q3 		$3.37M Buy
29,820
+4,744
+19% +$521K 0.21% 83
2024
Q2 		$2.84M Buy
25,076
+2,754
+12% +$290K 0.21% 66
2024
Q1 		$2.32M Buy
22,322
+19,690
+748% +$1.99M 0.22% 65
2023
Q4 		$253K Buy
+2,632
New +$234K 0.03% 164

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return