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

Naviter Wealth’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	$1.26M	Hold	9,476	–	–	0.16%	137
2025 Q4	$1.36M	Sell	9,476 -268	-3%	-$38.7K	0.18%	136
2025 Q3	$1.37M	Buy	9,744 +516	+6%	+$68.3K	0.16%	144
2025 Q2	$1.17M	Buy	9,228 +200	+2%	+$22.2K	0.14%	154
2025 Q1	$932K	Hold	9,028	–	–	0.11%	178
2024 Q4	$1.05M	Buy	+9,028	New	+$1.05M	0.13%	170

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

Naviter Wealth's XLK Position: Q1 2026 in Review

Naviter Wealth held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 9,476 shares worth $1.26M. The position accounts for 0.16% of the portfolio, ranked #137.

Naviter Wealth first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Naviter Wealth held 9,476 shares of State Street Technology Select Sector SPDR ETF worth $1.26M as of Q1 2026.
Naviter Wealth left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.16% of Naviter Wealth's portfolio in Q1 2026, its #137 holding.
Naviter Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Naviter Wealth's State Street Technology Select Sector SPDR ETF position peaked at $1.37M in Q3 2025.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.