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

Nvest Wealth Strategies’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
-10
Closed -$1.45K – 412
2025
Q4 		$1.45K Buy
+10
New +$1.44K ﹤0.01% 186

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 $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 $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 $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nvest Wealth Strategies's XLK Position: Q1 2026 in Review

Nvest Wealth Strategies sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 10 shares — an estimated $1.45K sold.

Nvest Wealth Strategies first reported a position in XLK in Q4 2025 and held it in 1 quarter. The position peaked at $1.45K in Q4 2025. 2,413 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Nvest Wealth Strategies reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 10 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.45K.
  • Nvest Wealth Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Nvest Wealth Strategies's State Street Technology Select Sector SPDR ETF position peaked at $1.45K in Q4 2025.
  • 2,413 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Nvest Wealth Strategies's 13F filing for Q1 2026, filed 13 Apr 2026.