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

Simplicity Wealth’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	$4.31M	Buy	32,445 +1,138	+4%	+$160K	0.24%	91
2025 Q4	$4.51M	Sell	31,307 -1,103	-3%	-$159K	0.27%	84
2025 Q3	$4.57M	Sell	32,410 -15,984	-33%	-$2.12M	0.26%	84
2025 Q2	$6.13M	Buy	48,394 +20,762	+75%	+$2.3M	0.26%	88
2025 Q1	$2.85M	Buy	27,632 +17,140	+163%	+$1.94M	0.22%	113
2024 Q4	$1.22M	Sell	10,492 -17,230	-62%	-$2M	0.25%	72
2024 Q3	$3.13M	Sell	27,722 -12,968	-32%	-$1.42M	0.29%	80
2024 Q2	$4.6M	Sell	40,690 -38,134	-48%	-$4.02M	0.1%	192
2024 Q1	$8.21M	Buy	78,824 +66,880	+560%	+$6.76M	0.2%	103
2023 Q4	$1.15M	Buy	11,944 +9,408	+371%	+$838K	0.44%	39
2023 Q3	$208K	Buy	+2,536	New	+$217K	0.12%	87
2022 Q4	–	Sell	-31,902	Closed	-$1.9M	–	98
2022 Q3	$1.9M	Sell	31,902 -710	-2%	-$48.5K	2.54%	14
2022 Q2	$2.07M	Sell	32,612 -27,078	-45%	-$1.89M	3.03%	12
2022 Q1	$4.74M	Sell	59,690 -137,850	-70%	-$10.8M	4.61%	4
2021 Q4	$17.2M	Buy	+197,540	New	+$16.3M	9.26%	1

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

Simplicity Wealth's XLK Position: Q1 2026 in Review

Simplicity Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.6% in Q1 2026, buying an estimated $160K and bringing the position to 32,445 shares worth $4.31M. The position accounts for 0.24% of the portfolio, ranked #91.

Simplicity Wealth first reported a position in XLK in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.2M in Q4 2021. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Simplicity Wealth held 32,445 shares of State Street Technology Select Sector SPDR ETF worth $4.31M as of Q1 2026.
Simplicity Wealth bought 1,138 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $160K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Simplicity Wealth's portfolio in Q1 2026, its #91 holding.
Simplicity Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
Simplicity Wealth's State Street Technology Select Sector SPDR ETF position peaked at $17.2M in Q4 2021.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.