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

SOA 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	$574K	Sell	4,320 -106	-2%	-$14.9K	0.11%	109
2025 Q4	$637K	Buy	4,426 +4	+0.1%	+$578	0.11%	105
2025 Q3	$623K	Buy	4,422 +4	+0.1%	+$530	0.11%	105
2025 Q2	$559K	Sell	4,418 -182	-4%	-$20.2K	0.11%	110
2025 Q1	$475K	Sell	4,600 -186	-4%	-$21.1K	0.1%	115
2024 Q4	$556K	Buy	4,786 +28	+0.6%	+$3.26K	0.1%	107
2024 Q3	$537K	Buy	4,758 +6	+0.1%	+$659	0.1%	109
2024 Q2	$538K	Buy	4,752 +6	+0.1%	+$632	0.11%	105
2024 Q1	$494K	Buy	4,746 +6	+0.1%	+$607	0.1%	109
2023 Q4	$456K	Buy	4,740 +6	+0.1%	+$534	0.1%	104
2023 Q3	$388K	Sell	4,734 -90	-2%	-$7.72K	0.1%	112
2023 Q2	$419K	Buy	4,824 +8	+0.2%	+$631	0.1%	108
2023 Q1	$364K	Buy	4,816 +2	+0%	+$138	0.09%	112
2022 Q4	$300K	Buy	4,814 +10	+0.2%	+$635	0.08%	120
2022 Q3	$285K	Buy	4,804 +1,100	+30%	+$75.1K	0.09%	117
2022 Q2	$235K	Buy	3,704 +570	+18%	+$39.7K	0.07%	133
2022 Q1	$249K	Buy	3,134 +1,192	+61%	+$93.6K	0.06%	142
2021 Q4	$169K	Hold	1,942	–	–	0.04%	173
2021 Q3	$145K	Buy	1,942 +2	+0.1%	+$154	0.04%	189
2021 Q2	$143K	Buy	1,940 +542	+39%	+$38K	0.04%	189
2021 Q1	$92K	Hold	1,398	–	–	0.03%	202
2020 Q4	$95K	Buy	+1,398	New	+$85.1K	0.03%	194

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

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

SOA Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q1 2026, selling an estimated $14.9K and leaving 4,320 shares worth $574K. The position accounts for 0.11% of the portfolio, ranked #109.

SOA Wealth Advisors first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $637K in Q4 2025. 2,399 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

SOA Wealth Advisors held 4,320 shares of State Street Technology Select Sector SPDR ETF worth $574K as of Q1 2026.
SOA Wealth Advisors sold 106 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $14.9K.
State Street Technology Select Sector SPDR ETF made up 0.11% of SOA Wealth Advisors's portfolio in Q1 2026, its #109 holding.
SOA Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $637K in Q4 2025.
2,399 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.