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New England Capital Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

New England Capital Financial 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 		– Sell
-24
Closed -$3.46K – 441
2025
Q4 		$3.46K Hold
24
– – ﹤0.01% 323
2025
Q3 		$3.38K Buy
+24
New +$3.18K ﹤0.01% 332

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New England Capital Financial Advisors's XLK Position: Q1 2026 in Review

New England Capital Financial Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 24 shares — an estimated $3.46K sold.

New England Capital Financial Advisors first reported a position in XLK in Q3 2025 and held it in 2 quarters. The position peaked at $3.46K in Q4 2025. 2,414 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • New England Capital Financial Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • New England Capital Financial Advisors sold 24 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $3.46K.
  • New England Capital Financial Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2025 and held it in 2 quarters.
  • New England Capital Financial Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.46K in Q4 2025.
  • 2,414 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.