SWM
XLK icon

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

Stockman 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 		$10.1M Buy
76,316
+2,718
+4% +$383K 1.12% 36
2025
Q4 		$10.6M Buy
73,598
+116
+0.2% +$16.8K 1.23% 33
2025
Q3 		$10.4M Sell
73,482
-2,018
-3% -$267K 1.29% 32
2025
Q2 		$9.56M Buy
75,500
+2,360
+3% +$262K 1.3% 32
2025
Q1 		$7.55M Buy
73,140
+8,598
+13% +$975K 1.12% 36
2024
Q4 		$7.5M Buy
64,542
+1,168
+2% +$136K 1.17% 32
2024
Q3 		$7.15M Buy
63,374
+1,138
+2% +$125K 1.11% 34
2024
Q2 		$7.04M Sell
62,236
-2,688
-4% -$283K 1.23% 31
2024
Q1 		$6.76M Buy
64,924
+2,206
+4% +$223K 1.19% 35
2023
Q4 		$6.04M Sell
62,718
-954
-1% -$84.9K 1.2% 34
2023
Q3 		$5.22M Sell
63,672
-1,274
-2% -$109K 1.15% 34
2023
Q2 		$5.65M Buy
64,946
+318
+0.5% +$25.1K 1.21% 34
2023
Q1 		$4.88M Buy
64,628
+5,660
+10% +$390K 1.09% 36
2022
Q4 		$3.67M Buy
58,968
+50,438
+591% +$3.2M 0.84% 40
2022
Q3 		$507K Sell
8,530
-240
-3% -$16.4K 0.14% 93
2022
Q2 		$557K Buy
8,770
+240
+3% +$16.7K 0.14% 92
2022
Q1 		$678K Hold
8,530
– – 0.14% 88
2021
Q4 		$742K Hold
8,530
– – 0.15% 86
2021
Q3 		$637K Sell
8,530
-60
-0.7% -$4.63K 0.14% 95
2021
Q2 		$634K Hold
8,590
– – 0.15% 95
2021
Q1 		$570K Sell
8,590
-50
-0.6% -$3.3K 0.16% 95
2020
Q4 		$562K Buy
8,640
+110
+1% +$6.7K 0.17% 93
2020
Q3 		$498K Buy
8,530
+10
+0.1% +$565 0.18% 86
2020
Q2 		$445K Sell
8,520
-366
-4% -$17.2K 0.17% 99
2020
Q1 		$357K Hold
8,886
– – 0.16% 99
2019
Q4 		$407K Buy
+8,886
New +$380K 0.14% 110

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stockman Wealth Management's XLK Position: Q1 2026 in Review

Stockman Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.7% in Q1 2026, buying an estimated $383K and bringing the position to 76,316 shares worth $10.1M. The position accounts for 1.12% of the portfolio, ranked #36.

Stockman Wealth Management first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.6M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Stockman Wealth Management held 76,316 shares of State Street Technology Select Sector SPDR ETF worth $10.1M as of Q1 2026.
  • Stockman Wealth Management bought 2,718 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $383K.
  • State Street Technology Select Sector SPDR ETF made up 1.12% of Stockman Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Stockman Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • Stockman Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $10.6M in Q4 2025.
  • 2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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