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

Quadrant Private 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	$1.37M	Buy	10,278 +25	+0.2%	+$3.52K	0.21%	103
2025 Q4	$1.48M	Buy	10,253 +313	+3%	+$45.2K	0.24%	92
2025 Q3	$1.4M	Buy	9,940 +6	+0.1%	+$795	0.26%	88
2025 Q2	$1.26M	Buy	9,934 +606	+6%	+$67.2K	0.26%	88
2025 Q1	$963K	Buy	9,328 +104	+1%	+$11.8K	0.24%	93
2024 Q4	$1.07M	Sell	9,224 -46	-0.5%	-$5.35K	0.26%	85
2024 Q3	$1.05M	Buy	9,270 +8	+0.1%	+$878	0.26%	87
2024 Q2	$1.05M	Buy	9,262 +6	+0.1%	+$632	0.24%	90
2024 Q1	$964K	Buy	9,256 +8	+0.1%	+$809	0.24%	87
2023 Q4	$890K	Buy	9,248 +3,114	+51%	+$277K	0.25%	90
2023 Q3	$503K	Sell	6,134 -3,664	-37%	-$314K	0.17%	110
2023 Q2	$852K	Buy	9,798 +576	+6%	+$45.4K	0.25%	91
2023 Q1	$696K	Buy	9,222 +8	+0.1%	+$551	0.22%	105
2022 Q4	$573K	Buy	+9,214	New	+$585K	0.19%	117
2022 Q2	$584K	Buy	9,194 +3,020	+49%	+$210K	0.24%	91
2022 Q1	$491K	Sell	6,174 -288	-4%	-$22.6K	0.18%	117
2021 Q4	$562K	Buy	6,462 +6	+0.1%	+$494	0.21%	101
2021 Q3	$482K	Buy	6,456 +8	+0.1%	+$617	0.2%	113
2021 Q2	$476K	Buy	6,448 +6	+0.1%	+$420	0.19%	112
2021 Q1	$428K	Buy	6,442 +4	+0.1%	+$264	0.19%	116
2020 Q4	$419K	Sell	6,438 -318	-5%	-$19.4K	0.19%	113
2020 Q3	$394K	Buy	6,756 +754	+13%	+$42.6K	0.2%	107
2020 Q2	$314K	Sell	6,002 -30	-0.5%	-$1.41K	0.18%	122
2020 Q1	$242K	Buy	6,032 +450	+8%	+$20.5K	0.2%	119
2019 Q4	$256K	Buy	5,582 +10	+0.2%	+$428	0.23%	92
2019 Q3	$224K	Sell	5,572 -1,006	-15%	-$40.2K	0.21%	97
2019 Q2	$257K	Buy	6,578 +14	+0.2%	+$534	0.23%	87
2019 Q1	$243K	Buy	6,564 +10	+0.2%	+$342	0.22%	91
2018 Q4	$203K	Buy	6,554 +288	+5%	+$9.74K	0.22%	91
2018 Q3	$236K	Buy	6,266 +12	+0.2%	+$440	0.21%	84
2018 Q2	$217K	Sell	6,254 -388	-6%	-$13.3K	0.21%	88
2018 Q1	$217K	Buy	+6,642	New	+$223K	0.28%	77

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

Quadrant Private Wealth Management's XLK Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.24% in Q1 2026, buying an estimated $3.52K and bringing the position to 10,278 shares worth $1.37M. The position accounts for 0.21% of the portfolio, ranked #103.

Quadrant Private Wealth Management first reported a position in XLK in Q1 2018 and has held it in 32 quarters since. The position peaked at $1.48M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Quadrant Private Wealth Management held 10,278 shares of State Street Technology Select Sector SPDR ETF worth $1.37M as of Q1 2026.
Quadrant Private Wealth Management bought 25 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $3.52K.
State Street Technology Select Sector SPDR ETF made up 0.21% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #103 holding.
Quadrant Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 32 quarters since.
Quadrant Private Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.48M 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 Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.