MPWM Advisory Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$452K Buy
3,399
+978
+40% +$138K 0.24% 62
2025
Q4
$349K Sell
2,421
-561
-19% -$81K 0.19% 68
2025
Q3
$420K Buy
2,982
+22
+0.7% +$2.91K 0.25% 57
2025
Q2
$375K Sell
2,960
-230
-7% -$25.5K 0.24% 56
2025
Q1
$329K Buy
3,190
+470
+17% +$53.3K 0.24% 53
2024
Q4
$316K Buy
+2,720
New +$316K 0.23% 52

Other funds holding XLK

MPWM Advisory Solutions's XLK Position: Q1 2026 in Review

MPWM Advisory Solutions increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 40% in Q1 2026, buying an estimated $138K and bringing the position to 3,399 shares worth $452K. The position accounts for 0.24% of the portfolio, ranked #62.

MPWM Advisory Solutions first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • MPWM Advisory Solutions held 3,399 shares of State Street Technology Select Sector SPDR ETF worth $452K as of Q1 2026.
  • MPWM Advisory Solutions bought 978 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $138K.
  • State Street Technology Select Sector SPDR ETF made up 0.24% of MPWM Advisory Solutions's portfolio in Q1 2026, its #62 holding.
  • MPWM Advisory Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.