NW
XLK icon

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

NewEdge 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 		$6.27M Buy
47,182
+10,853
+30% +$1.53M 0.07% 185
2025
Q4 		$5.23M Buy
36,329
+1,143
+3% +$165K 0.06% 223
2025
Q3 		$5.19M Buy
35,186
+312
+0.9% +$41.3K 0.07% 199
2025
Q2 		$4.59M Buy
34,874
+2,686
+8% +$298K 0.07% 219
2025
Q1 		$3.32M Buy
32,188
+3,170
+11% +$359K 0.06% 249
2024
Q4 		$3.37M Sell
29,018
-71,874
-71% -$8.36M 0.06% 252
2024
Q3 		$11.4M Buy
100,892
+9,278
+10% +$1.02M 0.21% 106
2024
Q2 		$10.4M Sell
91,614
-8,374
-8% -$882K 0.22% 106
2024
Q1 		$9.85M Buy
99,988
+7,392
+8% +$748K 0.22% 110
2023
Q4 		$8.91M Sell
92,596
-1,272
-1% -$113K 0.23% 107
2023
Q3 		$7.69M Buy
93,868
+5,024
+6% +$431K 0.24% 105
2023
Q2 		$7.72M Buy
88,844
+6,634
+8% +$523K 0.26% 103
2023
Q1 		$6.21M Buy
82,210
+1,794
+2% +$123K 0.24% 100
2022
Q4 		$5M Sell
80,416
-21,140
-21% -$1.34M 0.22% 105
2022
Q3 		$6.03M Sell
101,556
-2,736
-3% -$187K 0.29% 89
2022
Q2 		$6.63M Sell
104,292
-3,868
-4% -$269K 0.3% 84
2022
Q1 		$8.6M Buy
108,160
+2,648
+3% +$208K 0.38% 71
2021
Q4 		$9.17M Buy
105,512
+14,284
+16% +$1.18M 0.38% 67
2021
Q3 		$6.81M Buy
91,228
+7,130
+8% +$550K 0.41% 68
2021
Q2 		$6.21M Sell
84,098
-10,798
-11% -$756K 0.47% 71
2021
Q1 		$6.3M Buy
94,896
+33,162
+54% +$2.19M 0.63% 50
2020
Q4 		$4.01M Buy
+61,734
New +$3.76M 1.23% 22

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 $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewEdge Wealth's XLK Position: Q1 2026 in Review

NewEdge Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 30% in Q1 2026, buying an estimated $1.53M and bringing the position to 47,182 shares worth $6.27M. The position accounts for 0.07% of the portfolio, ranked #185.

NewEdge Wealth first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.4M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • NewEdge Wealth held 47,182 shares of State Street Technology Select Sector SPDR ETF worth $6.27M as of Q1 2026.
  • NewEdge Wealth bought 10,853 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.53M.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of NewEdge Wealth's portfolio in Q1 2026, its #185 holding.
  • NewEdge Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's State Street Technology Select Sector SPDR ETF position peaked at $11.4M in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.