Novak & Powell Financial Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Novak & Powell Financial Services’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	$403K	Buy	3,031 +906	+43%	+$128K	0.22%	97
2025 Q4	$306K	Sell	2,125 -201	-9%	-$29K	0.16%	120
2025 Q3	$328K	Hold	2,326	–	–	0.17%	113
2025 Q2	$295K	Sell	2,326 -906	-28%	-$101K	0.2%	105
2025 Q1	$334K	Buy	3,232 +906	+39%	+$103K	0.21%	100
2024 Q4	$271K	Sell	2,326 -170	-7%	-$19.8K	0.16%	114
2024 Q3	$282K	Hold	2,496	–	–	0.16%	115
2024 Q2	$282K	Buy	2,496 +28	+1%	+$2.95K	0.18%	109
2024 Q1	$257K	Hold	2,468	–	–	0.19%	110
2023 Q4	$237K	Buy	+2,468	New	+$220K	0.16%	116

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

Novak & Powell Financial Services's XLK Position: Q1 2026 in Review

Novak & Powell Financial Services increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 43% in Q1 2026, buying an estimated $128K and bringing the position to 3,031 shares worth $403K. The position accounts for 0.22% of the portfolio, ranked #97.

Novak & Powell Financial Services first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Novak & Powell Financial Services held 3,031 shares of State Street Technology Select Sector SPDR ETF worth $403K as of Q1 2026.
Novak & Powell Financial Services bought 906 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $128K.
State Street Technology Select Sector SPDR ETF made up 0.22% of Novak & Powell Financial Services's portfolio in Q1 2026, its #97 holding.
Novak & Powell Financial Services first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.