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Personal CFO Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Personal CFO Solutions’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 		$864K Buy
6,501
+676
+12% +$95.3K 0.12% 146
2025
Q4 		$839K Buy
5,825
+3
+0.1% +$433 0.13% 148
2025
Q3 		$821K Sell
5,822
-2,254
-28% -$299K 0.14% 144
2025
Q2 		$1.02M Buy
+8,076
New +$896K 0.19% 104
2025
Q1 		– Sell
-9,674
Closed -$1.12M – 497
2024
Q4 		$1.12M Buy
9,674
+1,332
+16% +$155K 0.22% 94
2024
Q3 		$942K Buy
8,342
+744
+10% +$81.7K 0.13% 149
2024
Q2 		$859K Sell
7,598
-232
-3% -$24.4K 0.13% 147
2024
Q1 		$816K Sell
7,830
-1,870
-19% -$189K 0.13% 160
2023
Q4 		$934K Sell
9,700
-14,568
-60% -$1.3M 0.16% 129
2023
Q3 		$1.99M Sell
24,268
-1,656
-6% -$142K 0.39% 54
2023
Q2 		$2.25M Buy
25,924
+238
+0.9% +$18.8K 0.46% 46
2023
Q1 		$1.94M Buy
+25,686
New +$1.77M 0.4% 56
2022
Q1 		– Sell
-15,472
Closed -$1.34M – 523
2021
Q4 		$1.34M Sell
15,472
-1,908
-11% -$157K 0.25% 75
2021
Q3 		$1.3M Buy
17,380
+3,200
+23% +$247K 0.27% 76
2021
Q2 		$1.05M Sell
14,180
-1,530
-10% -$107K 0.21% 91
2021
Q1 		$1.04M Sell
15,710
-2,830
-15% -$187K 0.23% 90
2020
Q4 		$1.21M Sell
18,540
-804
-4% -$49K 0.3% 72
2020
Q3 		$1K Sell
19,344
-35,772
-65% -$2.02M 0.33% 129
2020
Q2 		$2.88M Buy
+55,116
New +$2.59M 0.85% 27
2020
Q1 		– Sell
-31,574
Closed -$1.45M – 381
2019
Q4 		$1.45M Sell
31,574
-1,644
-5% -$70.4K 0.41% 40
2019
Q3 		$1.34M Buy
+33,218
New +$1.33M 0.53% 36

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Personal CFO Solutions's XLK Position: Q1 2026 in Review

Personal CFO Solutions increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q1 2026, buying an estimated $95.3K and bringing the position to 6,501 shares worth $864K. The position accounts for 0.12% of the portfolio, ranked #146.

Personal CFO Solutions first reported a position in XLK in Q3 2019 and has held it in 21 quarters since. The position peaked at $2.88M in Q2 2020. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Personal CFO Solutions held 6,501 shares of State Street Technology Select Sector SPDR ETF worth $864K as of Q1 2026.
  • Personal CFO Solutions bought 676 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $95.3K.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of Personal CFO Solutions's portfolio in Q1 2026, its #146 holding.
  • Personal CFO Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 21 quarters since.
  • Personal CFO Solutions's State Street Technology Select Sector SPDR ETF position peaked at $2.88M in Q2 2020.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.