Sageworth Trust’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sageworth Trust’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	$242K	Sell	1,820 -666	-27%	-$93.8K	0.01%	155
2025 Q4	$358K	Buy	2,486 +650	+35%	+$93.9K	0.02%	105
2025 Q3	$259K	Buy	1,836 +16	+0.9%	+$2.12K	0.01%	232
2025 Q2	$230K	Buy	+1,820	New	+$202K	0.01%	92
2023 Q2	–	Sell	-1,000	Closed	-$75.5K	–	452
2023 Q1	$75.5K	Hold	1,000	–	–	0.01%	121
2022 Q4	$62K	Hold	1,000	–	–	﹤0.01%	117
2022 Q3	$59K	Hold	1,000	–	–	0.01%	109
2022 Q2	$64K	Hold	1,000	–	–	0.01%	153
2022 Q1	$79K	Hold	1,000	–	–	0.01%	84
2021 Q4	$87K	Hold	1,000	–	–	0.01%	86
2021 Q3	$75K	Hold	1,000	–	–	0.01%	140
2021 Q2	$74K	Hold	1,000	–	–	0.01%	177
2021 Q1	$66K	Hold	1,000	–	–	0.01%	154
2020 Q4	$65K	Hold	1,000	–	–	0.01%	107
2020 Q3	$58K	Hold	1,000	–	–	0.01%	82
2020 Q2	$52K	Hold	1,000	–	–	0.01%	73
2020 Q1	$40K	Hold	1,000	–	–	﹤0.01%	83
2019 Q4	$46K	Hold	1,000	–	–	0.01%	95
2019 Q3	$40K	Hold	1,000	–	–	﹤0.01%	104
2019 Q2	$39K	Buy	+1,000	New	+$38.1K	﹤0.01%	102

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

Sageworth Trust's XLK Position: Q1 2026 in Review

Sageworth Trust reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 27% in Q1 2026, selling an estimated $93.8K and leaving 1,820 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #155.

Sageworth Trust first reported a position in XLK in Q2 2019 and has held it in 20 quarters since. The position peaked at $358K in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Sageworth Trust held 1,820 shares of State Street Technology Select Sector SPDR ETF worth $242K as of Q1 2026.
Sageworth Trust sold 666 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $93.8K.
State Street Technology Select Sector SPDR ETF made up 0.01% of Sageworth Trust's portfolio in Q1 2026, its #155 holding.
Sageworth Trust first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2019 and has held it in 20 quarters since.
Sageworth Trust's State Street Technology Select Sector SPDR ETF position peaked at $358K 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 Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.