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

Prestige 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	$6.22M	Sell	46,778 -6,563	-12%	-$925K	1.22%	19
2025 Q4	$7.68M	Sell	53,341 -55	-0.1%	-$7.94K	1.47%	17
2025 Q3	$7.53M	Sell	53,396 -1,292	-2%	-$171K	1.45%	18
2025 Q2	$6.92M	Buy	54,688 +546	+1%	+$60.6K	1.41%	18
2025 Q1	$5.59M	Sell	54,142 -12,838	-19%	-$1.46M	1.19%	20
2024 Q4	$7.79M	Sell	66,980 -886	-1%	-$103K	1.62%	13
2024 Q3	$7.66M	Sell	67,866 -1,754	-3%	-$193K	1.58%	13
2024 Q2	$7.88M	Sell	69,620 -2,542	-4%	-$268K	1.7%	13
2024 Q1	$7.51M	Sell	72,162 -19,602	-21%	-$1.98M	1.62%	13
2023 Q4	$8.83M	Sell	91,764 -578	-0.6%	-$51.5K	2%	13
2023 Q3	$7.57M	Sell	92,342 -2,838	-3%	-$243K	1.87%	13
2023 Q2	$8.27M	Sell	95,180 -806	-0.8%	-$63.5K	1.96%	13
2023 Q1	$7.25M	Buy	95,986 +1,458	+2%	+$100K	1.82%	14
2022 Q4	$5.88M	Buy	94,528 +2,150	+2%	+$137K	1.53%	16
2022 Q3	$5.49M	Buy	92,378 +1,154	+1%	+$78.8K	1.54%	16
2022 Q2	$5.8M	Buy	91,224 +2,726	+3%	+$190K	1.57%	16
2022 Q1	$7.03M	Buy	88,498 +742	+0.8%	+$58.2K	1.73%	16
2021 Q4	$7.63M	Sell	87,756 -11,648	-12%	-$959K	1.82%	12
2021 Q3	$7.42M	Sell	99,404 -87,926	-47%	-$6.78M	1.9%	12
2021 Q2	$13.8M	Buy	187,330 +89,136	+91%	+$6.24M	3.67%	7
2021 Q1	$6.52M	Sell	98,194 -91,712	-48%	-$6.05M	1.78%	13
2020 Q4	$12.3M	Buy	189,906 +96,966	+104%	+$5.91M	3.38%	8
2020 Q3	$5.42M	Sell	92,940 -20,602	-18%	-$1.16M	1.64%	14
2020 Q2	$5.93M	Buy	113,542 +111,652	+5,908%	+$5.25M	2.09%	10
2020 Q1	$76K	Hold	1,890	–	–	0.03%	139
2019 Q4	$87K	Buy	1,890 +132	+8%	+$5.65K	0.05%	174
2019 Q3	$71K	Sell	1,758 -280	-14%	-$11.2K	0.04%	176
2019 Q2	$80K	Hold	2,038	–	–	0.05%	166
2019 Q1	$75K	Sell	2,038 -50	-2%	-$1.71K	0.05%	167
2018 Q4	$65K	Buy	+2,088	New	+$70.6K	0.05%	170

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

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

Prestige Wealth Management Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q1 2026, selling an estimated $925K and leaving 46,778 shares worth $6.22M. The position accounts for 1.22% of the portfolio, ranked #19.

Prestige Wealth Management Group first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.8M in Q2 2021. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Prestige Wealth Management Group held 46,778 shares of State Street Technology Select Sector SPDR ETF worth $6.22M as of Q1 2026.
Prestige Wealth Management Group sold 6,563 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $925K.
State Street Technology Select Sector SPDR ETF made up 1.22% of Prestige Wealth Management Group's portfolio in Q1 2026, its #19 holding.
Prestige Wealth Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's State Street Technology Select Sector SPDR ETF position peaked at $13.8M in Q2 2021.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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