PMG Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

PMG Wealth Management’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	$918K	Sell	6,909 -424	-6%	-$59.7K	0.66%	28
2025 Q4	$1.06M	Sell	7,333 -187	-2%	-$27K	0.77%	27
2025 Q3	$1.06M	Sell	7,520 -806	-10%	-$107K	0.81%	28
2025 Q2	$1.05M	Sell	8,326 -2,180	-21%	-$242K	0.87%	26
2025 Q1	$1.08M	Sell	10,506 -26,386	-72%	-$2.99M	1.15%	20
2024 Q4	$4.29M	Buy	+36,892	New	+$4.29M	3.91%	10

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

PMG Wealth Management's XLK Position: Q1 2026 in Review

PMG Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.8% in Q1 2026, selling an estimated $59.7K and leaving 6,909 shares worth $918K. The position accounts for 0.66% of the portfolio, ranked #28.

PMG Wealth Management first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.29M in Q4 2024. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

PMG Wealth Management held 6,909 shares of State Street Technology Select Sector SPDR ETF worth $918K as of Q1 2026.
PMG Wealth Management sold 424 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $59.7K.
State Street Technology Select Sector SPDR ETF made up 0.66% of PMG Wealth Management's portfolio in Q1 2026, its #28 holding.
PMG Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
PMG Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.29M in Q4 2024.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.