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

Serenus Wealth 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	$7.67M	Sell	57,708 -1,285	-2%	-$181K	1.53%	10
2025 Q4	$8.49M	Sell	58,993 -1,219	-2%	-$176K	1.64%	9
2025 Q3	$8.49M	Sell	60,212 -404	-0.7%	-$53.5K	1.45%	9
2025 Q2	$7.67M	Sell	60,616 -38,850	-39%	-$4.31M	1.3%	9
2025 Q1	$10.3M	Sell	99,466 -10,460	-10%	-$1.19M	1.7%	8
2024 Q4	$12.8M	Buy	+109,926	New	+$12.8M	2.22%	8

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

Serenus Wealth Advisors's XLK Position: Q1 2026 in Review

Serenus Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.2% in Q1 2026, selling an estimated $181K and leaving 57,708 shares worth $7.67M. The position accounts for 1.53% of the portfolio, ranked #10.

Serenus Wealth Advisors first reported a position in XLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.8M in Q4 2024. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Serenus Wealth Advisors held 57,708 shares of State Street Technology Select Sector SPDR ETF worth $7.67M as of Q1 2026.
Serenus Wealth Advisors sold 1,285 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $181K.
State Street Technology Select Sector SPDR ETF made up 1.53% of Serenus Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Serenus Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Serenus Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $12.8M in Q4 2024.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.