NRI
XLK icon

NFP Retirement Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

NFP Retirement Inc’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 		$2.45M Buy
18,463
+695
+4% +$97.9K 0.15% 91
2025
Q4 		$2.56M Buy
17,768
+278
+2% +$40.1K 0.16% 85
2025
Q3 		$2.46M Sell
17,490
-22
-0.1% -$2.91K 0.16% 84
2025
Q2 		$2.22M Buy
17,512
+3,254
+23% +$361K 0.15% 87
2025
Q1 		$1.47M Buy
14,258
+2,632
+23% +$298K 0.12% 95
2024
Q4 		$1.35M Buy
11,626
+316
+3% +$36.8K 0.11% 101
2024
Q3 		$1.28M Buy
11,310
+2,192
+24% +$241K 0.1% 107
2024
Q2 		$1.03M Buy
9,118
+1,386
+18% +$146K 0.09% 116
2024
Q1 		$805K Buy
7,732
+4,764
+161% +$482K 0.07% 133
2023
Q4 		$286K Buy
+2,968
New +$264K 0.05% 195

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

NFP Retirement Inc's XLK Position: Q1 2026 in Review

NFP Retirement Inc increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.9% in Q1 2026, buying an estimated $97.9K and bringing the position to 18,463 shares worth $2.45M. The position accounts for 0.15% of the portfolio, ranked #91.

NFP Retirement Inc first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.56M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • NFP Retirement Inc held 18,463 shares of State Street Technology Select Sector SPDR ETF worth $2.45M as of Q1 2026.
  • NFP Retirement Inc bought 695 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $97.9K.
  • State Street Technology Select Sector SPDR ETF made up 0.15% of NFP Retirement Inc's portfolio in Q1 2026, its #91 holding.
  • NFP Retirement Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • NFP Retirement Inc's State Street Technology Select Sector SPDR ETF position peaked at $2.56M in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.