SHP Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
SHP Wealth Management's XLK Position: Q1 2026 in Review
SHP Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.2% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,467 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #275.
SHP Wealth Management first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. The position peaked at $201K in Q4 2025. 2,413 funds tracked by Wall St. Rank hold XLK as of Q1 2026.
- SHP Wealth Management held 1,467 shares of State Street Technology Select Sector SPDR ETF worth $195K as of Q1 2026.
- SHP Wealth Management bought 72 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $10.1K.
- State Street Technology Select Sector SPDR ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #275 holding.
- SHP Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
- SHP Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $201K in Q4 2025.
- 2,413 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.
Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.