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Serenity Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Serenity Investment Advisors’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
-8,750
Closed -$1.26M – 81
2025
Q4 		$1.26M Buy
+8,750
New +$1.26M 0.74% 25

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Serenity Investment Advisors's XLK Position: Q1 2026 in Review

Serenity Investment Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 8,750 shares — an estimated $1.26M sold.

Serenity Investment Advisors first reported a position in XLK in Q4 2025 and held it in 1 quarter. The position peaked at $1.26M in Q4 2025. 2,418 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Serenity Investment Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Serenity Investment Advisors sold 8,750 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.26M.
  • Serenity Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • Serenity Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.26M in Q4 2025.
  • 2,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Serenity Investment Advisors's 13F filing for Q1 2026, filed 26 May 2026.