Strategies Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Strategies Wealth Advisors’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	$230K	Sell	1,734 -161	-8%	-$22.7K	0.02%	171
2025 Q4	$273K	Buy	1,895 +1	+0.1%	+$144	0.03%	154
2025 Q3	$267K	Sell	1,894 -1,490	-44%	-$197K	0.03%	157
2025 Q2	$428K	Sell	3,384 -1,190	-26%	-$132K	0.05%	116
2025 Q1	$472K	Sell	4,574 -24	-0.5%	-$2.72K	0.06%	96
2024 Q4	$543K	Buy	4,598 +88	+2%	+$10.2K	0.07%	78
2024 Q3	$509K	Sell	4,510 -122	-3%	-$13.4K	0.07%	63
2024 Q2	$524K	Buy	4,632 +4	+0.1%	+$421	0.08%	58
2024 Q1	$482K	Sell	4,628 -10	-0.2%	-$1.01K	0.07%	63
2023 Q4	$446K	Buy	4,638 +1,222	+36%	+$109K	0.08%	62
2023 Q3	$280K	Sell	3,416 -1,162	-25%	-$99.6K	0.06%	68
2023 Q2	$398K	Hold	4,578	–	–	0.08%	64
2023 Q1	$346K	Buy	4,578 +538	+13%	+$37K	0.08%	63
2022 Q4	$251K	Buy	+4,040	New	+$257K	0.06%	65
2022 Q2	$292K	Buy	4,594 +4	+0.1%	+$279	0.08%	70
2022 Q1	$365K	Buy	4,590 +2	+0%	+$157	0.1%	64
2021 Q4	$399K	Buy	+4,588	New	+$378K	0.11%	60

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

Strategies Wealth Advisors's XLK Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.5% in Q1 2026, selling an estimated $22.7K and leaving 1,734 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #171.

Strategies Wealth Advisors first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. The position peaked at $543K in Q4 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Strategies Wealth Advisors held 1,734 shares of State Street Technology Select Sector SPDR ETF worth $230K as of Q1 2026.
Strategies Wealth Advisors sold 161 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $22.7K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Strategies Wealth Advisors's portfolio in Q1 2026, its #171 holding.
Strategies Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $543K in Q4 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.