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

REDW Wealth’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	–	Sell	-1,394	Closed	-$201K	–	105
2025 Q4	$201K	Sell	1,394 -54	-4%	-$7.8K	0.08%	102
2025 Q3	$204K	Buy	+1,448	New	+$192K	0.08%	110
2025 Q1	–	Sell	-2,906	Closed	-$338K	–	111
2024 Q4	$338K	Sell	2,906 -560	-16%	-$65.2K	0.12%	72
2024 Q3	$391K	Sell	3,466 -1,280	-27%	-$141K	0.1%	109
2024 Q2	$537K	Hold	4,746	–	–	0.14%	77
2024 Q1	$494K	Buy	4,746 +832	+21%	+$84.1K	0.13%	85
2023 Q4	$377K	Sell	3,914 -420	-10%	-$37.4K	0.11%	99
2023 Q3	$355K	Sell	4,334 -2,600	-37%	-$223K	0.11%	98
2023 Q2	$603K	Sell	6,934 -650	-9%	-$51.2K	0.18%	70
2023 Q1	$573K	Sell	7,584 -438	-5%	-$30.1K	0.18%	72
2022 Q4	$499K	Buy	+8,022	New	+$509K	0.17%	70
2022 Q1	–	Sell	-3,142	Closed	-$273K	–	131
2021 Q4	$273K	Buy	+3,142	New	+$259K	0.08%	96

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

REDW Wealth's XLK Position: Q1 2026 in Review

REDW Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 1,394 shares — an estimated $201K sold.

REDW Wealth first reported a position in XLK in Q4 2021 and held it in 12 quarters. The position peaked at $603K in Q2 2023. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

REDW Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
REDW Wealth sold 1,394 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $201K.
REDW Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 12 quarters.
REDW Wealth's State Street Technology Select Sector SPDR ETF position peaked at $603K in Q2 2023.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.