Stelac Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stelac Advisory Services’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	$2.39M	Sell	17,972 -4,666	-21%	-$658K	0.48%	55
2025 Q4	$3.26M	Sell	22,638 -29,566	-57%	-$4.27M	1.15%	26
2025 Q3	$7.36M	Sell	52,204 -36,966	-41%	-$4.9M	2.54%	13
2025 Q2	$11.3M	Buy	89,170 +76,080	+581%	+$8.44M	4.29%	8
2025 Q1	$1.35M	Buy	+13,090	New	+$1.48M	0.56%	42
2024 Q3	–	Sell	-1,846	Closed	-$209K	–	112
2024 Q2	$209K	Hold	1,846	–	–	0.09%	79
2024 Q1	$192K	Sell	1,846 -578	-24%	-$58.5K	0.09%	77
2023 Q4	$233K	Buy	2,424 +578	+31%	+$51.5K	0.13%	64
2023 Q3	$151K	Hold	1,846	–	–	0.08%	86
2023 Q2	$160K	Hold	1,846	–	–	0.07%	134
2023 Q1	$139K	Hold	1,846	–	–	0.06%	138
2022 Q4	$115K	Hold	1,846	–	–	0.05%	140
2022 Q3	$109K	Hold	1,846	–	–	0.05%	152
2022 Q2	$117K	Sell	1,846 -2,438	-57%	-$170K	0.05%	157
2022 Q1	$340K	Buy	4,284 +778	+22%	+$61.1K	0.12%	67
2021 Q4	$305K	Buy	3,506 +1,800	+106%	+$148K	0.08%	129
2021 Q3	$127K	Sell	1,706 -578	-25%	-$44.6K	0.03%	204
2021 Q2	$169K	Hold	2,284	–	–	0.04%	230
2021 Q1	$152K	Hold	2,284	–	–	0.06%	172
2020 Q4	$148K	Buy	2,284 +498	+28%	+$30.3K	0.04%	207
2020 Q3	$104K	Sell	1,786 -884	-33%	-$49.9K	0.04%	175
2020 Q2	$139K	Hold	2,670	–	–	0.05%	126
2020 Q1	$107K	Hold	2,670	–	–	0.05%	115
2019 Q4	$122K	Hold	2,670	–	–	0.09%	81
2019 Q3	$107K	Hold	2,670	–	–	0.08%	105
2019 Q2	$104K	Buy	+2,670	New	+$102K	0.08%	82
2014 Q3	–	Sell	-8,162	Closed	-$157K	–	35
2014 Q2	$157K	Buy	+8,162	New	+$151K	0.06%	29

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

Stelac Advisory Services's XLK Position: Q1 2026 in Review

Stelac Advisory Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 21% in Q1 2026, selling an estimated $658K and leaving 17,972 shares worth $2.39M. The position accounts for 0.48% of the portfolio, ranked #55.

Stelac Advisory Services first reported a position in XLK in Q2 2014 and has held it in 27 quarters since. The position peaked at $11.3M in Q2 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Stelac Advisory Services held 17,972 shares of State Street Technology Select Sector SPDR ETF worth $2.39M as of Q1 2026.
Stelac Advisory Services sold 4,666 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $658K.
State Street Technology Select Sector SPDR ETF made up 0.48% of Stelac Advisory Services's portfolio in Q1 2026, its #55 holding.
Stelac Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2014 and has held it in 27 quarters since.
Stelac Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $11.3M in Q2 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.