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

Omnitrust Wealth Management’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	$379K	Sell	2,853 -220	-7%	-$31K	0.49%	29
2025 Q4	$442K	Buy	+3,073	New	+$444K	0.56%	32
2025 Q2	$541K	Buy	+5,680	New	+$630K	0.64%	29

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Omnitrust Wealth Management's XLK Position: Q1 2026 in Review

Omnitrust Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.2% in Q1 2026, selling an estimated $31K and leaving 2,853 shares worth $379K. The position accounts for 0.49% of the portfolio, ranked #29.

Omnitrust Wealth Management first reported a position in XLK in Q2 2025 and has held it in 3 quarters since. The position peaked at $541K in Q2 2025. 2,416 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Omnitrust Wealth Management held 2,853 shares of State Street Technology Select Sector SPDR ETF worth $379K as of Q1 2026.
Omnitrust Wealth Management sold 220 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $31K.
State Street Technology Select Sector SPDR ETF made up 0.49% of Omnitrust Wealth Management's portfolio in Q1 2026, its #29 holding.
Omnitrust Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
Omnitrust Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $541K in Q2 2025.
2,416 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.