Monument Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Monument Capital 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	–	Sell	-34,386	Closed	-$4.95M	–	248
2025 Q4	$4.95M	Buy	+34,386	New	+$4.97M	1.23%	20
2025 Q1	–	Sell	-39,102	Closed	-$4.55M	–	230
2024 Q4	$4.55M	Buy	+39,102	New	+$4.55M	1.25%	21

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

Monument Capital Management's XLK Position: Q1 2026 in Review

Monument Capital Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 34,386 shares — an estimated $4.95M sold.

Monument Capital Management first reported a position in XLK in Q4 2024 and held it in 2 quarters. The position peaked at $4.95M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Monument Capital Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Monument Capital Management sold 34,386 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $4.95M.
Monument Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
Monument Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $4.95M 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 Monument Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.