Paladin Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-5,992	Closed	-$373K	–	523
2022 Q4	$373K	Hold	5,992	–	–	0.32%	62
2022 Q3	$355K	Sell	5,992 -224	-4%	-$15.3K	0.32%	60
2022 Q2	$395K	Buy	+6,216	New	+$433K	0.34%	55
2022 Q1	–	Sell	-6,478	Closed	-$563K	–	543
2021 Q4	$563K	Buy	+6,478	New	+$533K	0.46%	51

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

Paladin Advisory Group's XLK Position: Q1 2026 in Review

Paladin Advisory Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 4,330 shares worth $575K. The position accounts for 0.44% of the portfolio, ranked #46.

Paladin Advisory Group first reported a position in XLK in Q1 2022 and has held it in 14 quarters since. The position peaked at $623K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Paladin Advisory Group held 4,330 shares of State Street Technology Select Sector SPDR ETF worth $575K as of Q1 2026.
Paladin Advisory Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.44% of Paladin Advisory Group's portfolio in Q1 2026, its #46 holding.
Paladin Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $623K in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.