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

Physician Wealth 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	$634K	Buy	4,768 +3	+0.1%	+$423	0.09%	91
2025 Q4	$686K	Buy	4,765 +5	+0.1%	+$722	0.1%	87
2025 Q3	$671K	Buy	4,760 +4	+0.1%	+$530	0.1%	89
2025 Q2	$602K	Buy	4,756 +6	+0.1%	+$666	0.09%	87
2025 Q1	$490K	Buy	4,750 +4	+0.1%	+$453	0.08%	94
2024 Q4	$552K	Buy	4,746 +622	+15%	+$72.4K	0.09%	88
2024 Q3	$471K	Buy	4,124 +94	+2%	+$10.3K	0.09%	99
2024 Q2	$470K	Buy	4,030 +6	+0.1%	+$632	0.09%	96
2024 Q1	$406K	Buy	4,024 +6	+0.1%	+$607	0.09%	102
2023 Q4	$404K	Buy	4,018 +6	+0.1%	+$534	0.09%	98
2023 Q3	$339K	Buy	4,012 +6	+0.1%	+$515	0.09%	97
2023 Q2	$347K	Buy	4,006 +6	+0.2%	+$473	0.09%	97
2023 Q1	$298K	Buy	4,000 +8	+0.2%	+$551	0.08%	108
2022 Q4	$268K	Buy	3,992 +8	+0.2%	+$508	0.07%	123
2022 Q3	$253K	Buy	3,984 +8	+0.2%	+$546	0.08%	122
2022 Q2	$286K	Buy	3,976 +678	+21%	+$47.2K	0.08%	119
2022 Q1	$246K	Buy	3,298 +4	+0.1%	+$314	0.07%	139
2021 Q4	$273K	Buy	3,294 +306	+10%	+$25.2K	0.07%	137
2021 Q3	$233K	Buy	2,988 +4	+0.1%	+$309	0.06%	143
2021 Q2	$228K	Buy	2,984 +4	+0.1%	+$280	0.07%	138
2021 Q1	$206K	Buy	2,980 +4	+0.1%	+$264	0.07%	139
2020 Q4	$203K	Buy	+2,976	New	+$181K	0.07%	137

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

Physician Wealth Advisors's XLK Position: Q1 2026 in Review

Physician Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.06% in Q1 2026, buying an estimated $423 and bringing the position to 4,768 shares worth $634K. The position accounts for 0.09% of the portfolio, ranked #91.

Physician Wealth Advisors first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $686K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Physician Wealth Advisors held 4,768 shares of State Street Technology Select Sector SPDR ETF worth $634K as of Q1 2026.
Physician Wealth Advisors bought 3 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $423.
State Street Technology Select Sector SPDR ETF made up 0.09% of Physician Wealth Advisors's portfolio in Q1 2026, its #91 holding.
Physician Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Physician Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $686K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.