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

Sendero 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	$3.49M	Hold	26,272	–	–	0.39%	50
2025 Q4	$3.78M	Sell	26,272 -1,770	-6%	-$256K	0.42%	49
2025 Q3	$3.95M	Hold	28,042	–	–	0.46%	47
2025 Q2	$3.55M	Hold	28,042	–	–	0.44%	46
2025 Q1	$2.9M	Hold	28,042	–	–	0.4%	52
2024 Q4	$3.26M	Hold	28,042	–	–	0.49%	44
2024 Q3	$3.17M	Hold	28,042	–	–	0.5%	44
2024 Q2	$3.17M	Hold	28,042	–	–	0.53%	38
2024 Q1	$2.92M	Hold	28,042	–	–	0.5%	42
2023 Q4	$2.7M	Hold	28,042	–	–	0.51%	42
2023 Q3	$2.3M	Hold	28,042	–	–	0.49%	42
2023 Q2	$2.44M	Buy	+28,042	New	+$2.21M	0.53%	43

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

Sendero Wealth Management's XLK Position: Q1 2026 in Review

Sendero Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 26,272 shares worth $3.49M. The position accounts for 0.39% of the portfolio, ranked #50.

Sendero Wealth Management first reported a position in XLK in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.95M in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Sendero Wealth Management held 26,272 shares of State Street Technology Select Sector SPDR ETF worth $3.49M as of Q1 2026.
Sendero Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.39% of Sendero Wealth Management's portfolio in Q1 2026, its #50 holding.
Sendero Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $3.95M in Q3 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.