Parr McKnight Wealth Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Parr McKnight Wealth Management 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
2026 Q1	$2.06M	Buy	15,520 +1,544	+11%	+$218K	0.27%	116
2025 Q4	$2.01M	Buy	13,976 +398	+3%	+$57.5K	0.26%	107
2025 Q3	$1.91M	Buy	13,578 +736	+6%	+$97.5K	0.25%	109
2025 Q2	$1.63M	Sell	12,842 -1,758	-12%	-$195K	0.22%	124
2025 Q1	$1.51M	Sell	14,600 -260	-2%	-$29.5K	0.22%	129
2024 Q4	$1.73M	Buy	+14,860	New	+$1.73M	0.25%	105

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

Parr McKnight Wealth Management Group's XLK Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q1 2026, buying an estimated $218K and bringing the position to 15,520 shares worth $2.06M. The position accounts for 0.27% of the portfolio, ranked #116.

Parr McKnight Wealth Management Group first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Parr McKnight Wealth Management Group held 15,520 shares of State Street Technology Select Sector SPDR ETF worth $2.06M as of Q1 2026.
Parr McKnight Wealth Management Group bought 1,544 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $218K.
State Street Technology Select Sector SPDR ETF made up 0.27% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #116 holding.
Parr McKnight Wealth Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.