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

Smith Salley 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	$1.06M	Buy	7,955 +657	+9%	+$92.6K	0.05%	148
2025 Q4	$1.05M	Buy	7,298 +200	+3%	+$28.9K	0.05%	150
2025 Q3	$1M	Sell	7,098 -128	-2%	-$17K	0.05%	151
2025 Q2	$915K	Buy	7,226 +3,548	+96%	+$394K	0.05%	146
2025 Q1	$380K	Sell	3,678 -116	-3%	-$13.2K	0.02%	190
2024 Q4	$441K	Buy	3,794 +258	+7%	+$30K	0.03%	180
2024 Q3	$399K	Buy	3,536 +334	+10%	+$36.7K	0.03%	189
2024 Q2	$362K	Sell	3,202 -870	-21%	-$91.6K	0.03%	187
2024 Q1	$424K	Buy	4,072 +870	+27%	+$88K	0.03%	176
2023 Q4	$308K	Hold	3,202	–	–	0.02%	212
2023 Q3	$262K	Hold	3,202	–	–	0.02%	208
2023 Q2	$278K	Hold	3,202	–	–	0.02%	205
2023 Q1	$242K	Buy	+3,202	New	+$220K	0.02%	210
2022 Q3	–	Sell	-4,186	Closed	-$266K	–	232
2022 Q2	$266K	Buy	4,186 +856	+26%	+$59.6K	0.02%	196
2022 Q1	$265K	Hold	3,330	–	–	0.02%	209
2021 Q4	$290K	Sell	3,330 -160	-5%	-$13.2K	0.02%	214
2021 Q3	$261K	Hold	3,490	–	–	0.02%	221
2021 Q2	$258K	Sell	3,490 -306	-8%	-$21.4K	0.02%	224
2021 Q1	$252K	Sell	3,796 -94	-2%	-$6.21K	0.02%	217
2020 Q4	$253K	Buy	3,890 +2	+0.1%	+$122	0.03%	195
2020 Q3	$227K	Buy	+3,888	New	+$220K	0.03%	178

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

Smith Salley Wealth Management's XLK Position: Q1 2026 in Review

Smith Salley Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9% in Q1 2026, buying an estimated $92.6K and bringing the position to 7,955 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #148.

Smith Salley Wealth Management first reported a position in XLK in Q3 2020 and has held it in 21 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Smith Salley Wealth Management held 7,955 shares of State Street Technology Select Sector SPDR ETF worth $1.06M as of Q1 2026.
Smith Salley Wealth Management bought 657 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $92.6K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Smith Salley Wealth Management's portfolio in Q1 2026, its #148 holding.
Smith Salley Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 21 quarters since.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.