Private Wealth Advisors (California)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Private Wealth Advisors (California)’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	$6.68M	Sell	50,259 -11,309	-18%	-$1.59M	1.88%	17
2025 Q4	$8.86M	Sell	61,568 -264	-0.4%	-$38.1K	2.83%	8
2025 Q3	$8.71M	Sell	61,832 -222	-0.4%	-$29.4K	2.93%	8
2025 Q2	$7.86M	Sell	62,054 -1,222	-2%	-$136K	2.88%	8
2025 Q1	$6.53M	Sell	63,276 -11,704	-16%	-$1.33M	2.36%	14
2024 Q4	$8.72M	Sell	74,980 -1,262	-2%	-$147K	3.42%	5
2024 Q3	$8.4M	Sell	76,242 -634	-0.8%	-$69.6K	3.22%	7
2024 Q2	$8.76M	Buy	76,876 +24	+0%	+$2.53K	3.37%	7
2024 Q1	$8M	Sell	76,852 -3,838	-5%	-$388K	3.26%	10
2023 Q4	$7.77M	Sell	80,690 -3,744	-4%	-$333K	3.03%	11
2023 Q3	$6.92M	Sell	84,434 -3,662	-4%	-$314K	2.93%	9
2023 Q2	$7.66M	Sell	88,096 -19,260	-18%	-$1.52M	3.13%	10
2023 Q1	$8.11M	Sell	107,356 -3,354	-3%	-$231K	3.41%	7
2022 Q4	$6.89M	Buy	110,710 +4,700	+4%	+$298K	2.32%	17
2022 Q3	$6.3M	Sell	106,010 -46	-0%	-$3.14K	2.93%	11
2022 Q2	$7.83M	Buy	106,056 +18,718	+21%	+$1.3M	2.89%	12
2022 Q1	$6.94M	Buy	87,338 +3,208	+4%	+$252K	2.21%	15
2021 Q4	$7.31M	Sell	84,130 -2,074	-2%	-$171K	1.56%	19
2021 Q3	$7.15M	Sell	86,204 -1,268	-1%	-$97.8K	1.71%	18
2021 Q2	$6.46M	Sell	87,472 -1,314	-1%	-$92K	1.98%	12
2021 Q1	$5.9M	Sell	88,786 -7,020	-7%	-$463K	2%	14
2020 Q4	$6.22M	Buy	95,806 +1,270	+1%	+$77.4K	2.15%	13
2020 Q3	$5.52M	Buy	94,536 +3,426	+4%	+$194K	2.86%	13
2020 Q2	$4.76M	Sell	91,110 -6,210	-6%	-$292K	3.32%	13
2020 Q1	$3.91M	Sell	97,320 -14,600	-13%	-$666K	3.2%	13
2019 Q4	$5.13M	Sell	111,920 -19,542	-15%	-$837K	2.95%	11
2019 Q3	$5.29M	Sell	131,462 -2,382	-2%	-$95.3K	3.45%	9
2019 Q2	$4.95M	Hold	133,844	–	–	3.37%	9
2019 Q1	$4.95M	Buy	133,844 +5,652	+4%	+$193K	3.37%	9
2018 Q4	$3.97M	Buy	+128,192	New	+$4.34M	3.21%	8

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

Private Wealth Advisors (California)'s XLK Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 18% in Q1 2026, selling an estimated $1.59M and leaving 50,259 shares worth $6.68M. The position accounts for 1.88% of the portfolio, ranked #17.

Private Wealth Advisors (California) first reported a position in XLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.86M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Private Wealth Advisors (California) held 50,259 shares of State Street Technology Select Sector SPDR ETF worth $6.68M as of Q1 2026.
Private Wealth Advisors (California) sold 11,309 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.59M.
State Street Technology Select Sector SPDR ETF made up 1.88% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #17 holding.
Private Wealth Advisors (California) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Private Wealth Advisors (California)'s State Street Technology Select Sector SPDR ETF position peaked at $8.86M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.