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

Operose Advisors’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	-179	Closed	-$25.8K	–	658
2025 Q4	$25.8K	Buy	+179	New	+$25.9K	0.01%	329
2022 Q4	–	Sell	-154	Closed	-$9K	–	386
2022 Q3	$9K	Hold	154	–	–	0.01%	273
2022 Q2	$10K	Hold	154	–	–	0.01%	239
2022 Q1	$12K	Buy	+154	New	+$12.1K	0.01%	256

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 22.9% 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

Operose Advisors's XLK Position: Q1 2026 in Review

Operose Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 179 shares — an estimated $25.8K sold.

Operose Advisors first reported a position in XLK in Q1 2022 and held it in 4 quarters. The position peaked at $25.8K in Q4 2025. 2,426 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Operose Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Operose Advisors sold 179 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $25.8K.
Operose Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and held it in 4 quarters.
Operose Advisors's State Street Technology Select Sector SPDR ETF position peaked at $25.8K in Q4 2025.
2,426 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.