Solutions 4 Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Solutions 4 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	$3.23M	Sell	24,315 -460	-2%	-$64.8K	4.86%	4
2025 Q4	$3.57M	Buy	24,775 +3	+0%	+$433	5.39%	4
2025 Q3	$3.49M	Sell	24,772 -74	-0.3%	-$9.8K	5.42%	4
2025 Q2	$3.15M	Buy	24,846 +1,026	+4%	+$114K	5.24%	4
2025 Q1	$2.46M	Sell	23,820 -346	-1%	-$39.2K	4.34%	5
2024 Q4	$2.81M	Buy	24,166 +322	+1%	+$37.5K	5.09%	5
2024 Q3	$2.69M	Sell	23,844 -268	-1%	-$29.4K	5.26%	3
2024 Q2	$2.73M	Sell	24,112 -1,658	-6%	-$175K	6.18%	3
2024 Q1	$2.68M	Sell	25,770 -156	-0.6%	-$15.8K	7.54%	2
2023 Q4	$2.5M	Buy	+25,926	New	+$2.31M	8.15%	3

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

Solutions 4 Wealth's XLK Position: Q1 2026 in Review

Solutions 4 Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.9% in Q1 2026, selling an estimated $64.8K and leaving 24,315 shares worth $3.23M. The position accounts for 4.86% of the portfolio, ranked #4.

Solutions 4 Wealth first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.57M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Solutions 4 Wealth held 24,315 shares of State Street Technology Select Sector SPDR ETF worth $3.23M as of Q1 2026.
Solutions 4 Wealth sold 460 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $64.8K.
State Street Technology Select Sector SPDR ETF made up 4.86% of Solutions 4 Wealth's portfolio in Q1 2026, its #4 holding.
Solutions 4 Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Solutions 4 Wealth's State Street Technology Select Sector SPDR ETF position peaked at $3.57M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.