Osaic Holdings’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Osaic Holdings’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
2024 Q1	–	Sell	-34	Closed	-$40K	–	7422
2023 Q4	$40K	Buy	34 +20	+143%	+$1.78K	﹤0.01%	5048
2023 Q3	$58.5K	Buy	14 +8	+133%	+$686	﹤0.01%	4883
2023 Q2	$19.2K	Buy	+6	New	+$473	﹤0.01%	5590
2022 Q4	–	Sell	-10	Closed	-$6K	–	7450
2022 Q3	$6K	Buy	+10	New	+$682	﹤0.01%	6310

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 $424B AUM 22.96% 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

Osaic Holdings's XLK Position: Q1 2026 in Review

Osaic Holdings increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3% in Q1 2026, buying an estimated $15.5M and bringing the position to 3,770,168 shares worth $501M. The position accounts for 0.73% of the portfolio, ranked #16.

Osaic Holdings first reported a position in XLK in Q1 2020 and has held it in 25 quarters since. The position peaked at $527M in Q4 2025. 2,408 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Osaic Holdings held 3,770,168 shares of State Street Technology Select Sector SPDR ETF worth $501M as of Q1 2026.
Osaic Holdings bought 109,759 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $15.5M.
State Street Technology Select Sector SPDR ETF made up 0.73% of Osaic Holdings's portfolio in Q1 2026, its #16 holding.
Osaic Holdings first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's State Street Technology Select Sector SPDR ETF position peaked at $527M in Q4 2025.
2,408 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.