Moneta Group Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Moneta Group Investment 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	$3.2M	Buy	24,106 +776	+3%	+$109K	0.02%	212
2025 Q4	$3.36M	Buy	23,330 +1,462	+7%	+$211K	0.03%	211
2025 Q3	$3.08M	Sell	21,868 -352	-2%	-$46.6K	0.02%	217
2025 Q2	$2.81M	Buy	22,220 +3,338	+18%	+$370K	0.03%	186
2025 Q1	$1.95M	Buy	18,882 +414	+2%	+$46.9K	0.03%	213
2024 Q4	$2.15M	Buy	18,468 +1,200	+7%	+$140K	0.03%	198
2024 Q3	$1.95M	Buy	17,268 +2,126	+14%	+$233K	0.03%	201
2024 Q2	$1.71M	Buy	15,142 +1,954	+15%	+$206K	0.03%	204
2024 Q1	$1.37M	Buy	13,188 +5,328	+68%	+$539K	0.02%	229
2023 Q4	$756K	Sell	7,860 -96	-1%	-$8.55K	0.01%	272
2023 Q3	$652K	Buy	7,956 +534	+7%	+$45.8K	0.01%	272
2023 Q2	$645K	Sell	7,422 -558	-7%	-$44K	0.01%	281
2023 Q1	$602K	Buy	7,980 +2,058	+35%	+$142K	0.01%	282
2022 Q4	$403K	Buy	5,922 +1,056	+22%	+$67.1K	0.01%	323
2022 Q3	$289K	Sell	4,866 -656	-12%	-$44.8K	0.01%	358
2022 Q2	$351K	Buy	5,522 +2,224	+67%	+$155K	0.01%	356
2022 Q1	$262K	Sell	3,298 -8,884	-73%	-$697K	0.01%	377
2021 Q4	$1.06M	Buy	+12,182	New	+$1M	0.04%	195
2018 Q4	–	Sell	-2,486	Closed	-$94K	–	258
2018 Q3	$94K	Buy	2,486 +1,756	+241%	+$64.4K	0.01%	228
2018 Q2	$25K	Buy	+730	New	+$25K	﹤0.01%	350

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

Moneta Group Investment Advisors's XLK Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.3% in Q1 2026, buying an estimated $109K and bringing the position to 24,106 shares worth $3.2M. The position accounts for 0.02% of the portfolio, ranked #212.

Moneta Group Investment Advisors first reported a position in XLK in Q2 2018 and has held it in 20 quarters since. The position peaked at $3.36M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Moneta Group Investment Advisors held 24,106 shares of State Street Technology Select Sector SPDR ETF worth $3.2M as of Q1 2026.
Moneta Group Investment Advisors bought 776 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #212 holding.
Moneta Group Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 20 quarters since.
Moneta Group Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.36M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.