Sterling Group Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sterling Group 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	$312K	Buy	2,344 +88	+4%	+$12.4K	0.15%	41
2025 Q4	$325K	Hold	2,256	–	–	0.16%	40
2025 Q3	$318K	Hold	2,256	–	–	0.16%	40
2025 Q2	$286K	Hold	2,256	–	–	0.16%	40
2025 Q1	$233K	Hold	2,256	–	–	0.12%	54
2024 Q4	$262K	Hold	2,256	–	–	0.14%	56
2024 Q3	$255K	Hold	2,256	–	–	0.14%	53
2024 Q2	$255K	Buy	+2,256	New	+$238K	0.15%	48
2024 Q1	–	Sell	-2,256	Closed	-$217K	–	53
2023 Q4	$217K	Buy	+2,256	New	+$201K	0.17%	50

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

Sterling Group Wealth Management's XLK Position: Q1 2026 in Review

Sterling Group Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.9% in Q1 2026, buying an estimated $12.4K and bringing the position to 2,344 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #41.

Sterling Group Wealth Management first reported a position in XLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $325K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Sterling Group Wealth Management held 2,344 shares of State Street Technology Select Sector SPDR ETF worth $312K as of Q1 2026.
Sterling Group Wealth Management bought 88 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $12.4K.
State Street Technology Select Sector SPDR ETF made up 0.15% of Sterling Group Wealth Management's portfolio in Q1 2026, its #41 holding.
Sterling Group Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Group Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $325K 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 Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.