OneAscent Family Office’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

OneAscent Family Office’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	$640K	Sell	4,818 -319	-6%	-$45K	0.45%	52
2025 Q4	$740K	Sell	5,137 -347	-6%	-$50.1K	0.5%	50
2025 Q3	$773K	Buy	5,484 +920	+20%	+$122K	0.63%	43
2025 Q2	$578K	Buy	4,564 +88	+2%	+$9.77K	0.55%	44
2025 Q1	$465K	Buy	+4,476	New	+$507K	0.43%	70

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

OneAscent Family Office's XLK Position: Q1 2026 in Review

OneAscent Family Office reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.2% in Q1 2026, selling an estimated $45K and leaving 4,818 shares worth $640K. The position accounts for 0.45% of the portfolio, ranked #52.

OneAscent Family Office first reported a position in XLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $773K in Q3 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

OneAscent Family Office held 4,818 shares of State Street Technology Select Sector SPDR ETF worth $640K as of Q1 2026.
OneAscent Family Office sold 319 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $45K.
State Street Technology Select Sector SPDR ETF made up 0.45% of OneAscent Family Office's portfolio in Q1 2026, its #52 holding.
OneAscent Family Office first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
OneAscent Family Office's State Street Technology Select Sector SPDR ETF position peaked at $773K in Q3 2025.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.