Opal Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$313K Sell
2,352
-18
-0.8% -$2.54K 0.07% 145
2025
Q4
$341K Buy
2,370
+22
+0.9% +$3.18K 0.09% 141
2025
Q3
$331K Buy
2,348
+2
+0.1% +$265 0.09% 134
2025
Q2
$297K Sell
2,346
-96
-4% -$10.7K 0.08% 140
2025
Q1
$252K Buy
2,442
+102
+4% +$11.6K 0.08% 145
2024
Q4
$272K Buy
2,340
+2
+0.1% +$233 0.08% 137
2024
Q3
$264K Buy
2,338
+2
+0.1% +$220 0.08% 144
2024
Q2
$264K Buy
2,336
+4
+0.2% +$421 0.08% 136
2024
Q1
$243K Buy
2,332
+2
+0.1% +$202 0.08% 150
2023
Q4
$224K Buy
+2,330
New +$207K 0.09% 156

Other funds holding XLK

Opal Wealth Advisors's XLK Position: Q1 2026 in Review

Opal Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.76% in Q1 2026, selling an estimated $2.54K and leaving 2,352 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #145.

Opal Wealth Advisors first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $341K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Opal Wealth Advisors held 2,352 shares of State Street Technology Select Sector SPDR ETF worth $313K as of Q1 2026.
  • Opal Wealth Advisors sold 18 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $2.54K.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of Opal Wealth Advisors's portfolio in Q1 2026, its #145 holding.
  • Opal Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
  • Opal Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $341K in Q4 2025.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.