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

Montis 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	–	Sell	-3,118	Closed	-$449K	–	160
2025 Q4	$449K	Hold	3,118	–	–	0.09%	105
2025 Q3	$439K	Sell	3,118 -1,610	-34%	-$213K	0.1%	111
2025 Q2	$599K	Buy	4,728 +1,594	+51%	+$177K	0.17%	78
2025 Q1	$324K	Buy	+3,134	New	+$355K	0.1%	110

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

Montis Financial's XLK Position: Q1 2026 in Review

Montis Financial sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 3,118 shares — an estimated $449K sold.

Montis Financial first reported a position in XLK in Q1 2025 and held it in 4 quarters. The position peaked at $599K in Q2 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Montis Financial reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Montis Financial sold 3,118 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $449K.
Montis Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
Montis Financial's State Street Technology Select Sector SPDR ETF position peaked at $599K in Q2 2025.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.