Stokes Family Office’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Stokes Family Office’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	–	Sell	-1,614	Closed	-$232K	–	323
2025 Q4	$232K	Buy	1,614 +114	+8%	+$16.5K	0.02%	277
2025 Q3	$211K	Buy	+1,500	New	+$199K	0.02%	253
2023 Q4	–	Sell	-2,808	Closed	-$230K	–	347
2023 Q3	$230K	Hold	2,808	–	–	0.03%	285
2023 Q2	$244K	Buy	2,808 +72	+3%	+$5.67K	0.03%	269
2023 Q1	$207K	Buy	+2,736	New	+$188K	0.03%	271
2022 Q2	–	Sell	-2,736	Closed	-$217K	–	292
2022 Q1	$217K	Hold	2,736	–	–	0.03%	237
2021 Q4	$238K	Hold	2,736	–	–	0.03%	221
2021 Q3	$204K	Hold	2,736	–	–	0.03%	219
2021 Q2	$202K	Buy	+2,736	New	+$192K	0.03%	210

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

Stokes Family Office's XLK Position: Q1 2026 in Review

Stokes Family Office sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 1,614 shares — an estimated $232K sold.

Stokes Family Office first reported a position in XLK in Q2 2021 and held it in 9 quarters. The position peaked at $244K in Q2 2023. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Stokes Family Office reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 1,614 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $232K.
Stokes Family Office first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and held it in 9 quarters.
Stokes Family Office's State Street Technology Select Sector SPDR ETF position peaked at $244K in Q2 2023.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.