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

StrongBox Wealth’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	$373K	Sell	2,807 -9	-0.3%	-$1.27K	0.12%	78
2025 Q4	$405K	Sell	2,816 -82	-3%	-$11.8K	0.13%	72
2025 Q3	$409K	Buy	2,898 +12	+0.4%	+$1.59K	0.14%	74
2025 Q2	$365K	Sell	2,886 -502	-15%	-$55.7K	0.14%	72
2025 Q1	$350K	Sell	3,388 -56	-2%	-$6.35K	0.15%	74
2024 Q4	$400K	Sell	3,444 -802	-19%	-$93.3K	0.17%	68
2024 Q3	$479K	Buy	4,246 +864	+26%	+$94.8K	0.21%	60
2024 Q2	$382K	Sell	3,382 -256	-7%	-$27K	0.18%	65
2024 Q1	$379K	Sell	3,638 -196	-5%	-$19.8K	0.2%	60
2023 Q4	$369K	Buy	3,834 +134	+4%	+$11.9K	0.22%	59
2023 Q3	$303K	Buy	3,700 +6	+0.2%	+$515	0.19%	64
2023 Q2	$321K	Sell	3,694 -22	-0.6%	-$1.73K	0.2%	69
2023 Q1	$281K	Buy	3,716 +6	+0.2%	+$413	0.19%	71
2022 Q4	$231K	Buy	3,710 +8	+0.2%	+$508	0.16%	72
2022 Q3	$220K	Sell	3,702 -52	-1%	-$3.55K	0.16%	76
2022 Q2	$239K	Sell	3,754 -118	-3%	-$8.22K	0.15%	77
2022 Q1	$308K	Sell	3,872 -924	-19%	-$72.5K	0.18%	75
2021 Q4	$417K	Sell	4,796 -176	-4%	-$14.5K	0.21%	77
2021 Q3	$371K	Buy	4,972 +2	+0%	+$154	0.21%	79
2021 Q2	$367K	Sell	4,970 -774	-13%	-$54.2K	0.21%	76
2021 Q1	$381K	Sell	5,744 -766	-12%	-$50.6K	0.24%	69
2020 Q4	$423K	Sell	6,510 -1,142	-15%	-$69.6K	0.27%	63
2020 Q3	$447K	Sell	7,652 -974	-11%	-$55K	0.33%	57
2020 Q2	$451K	Buy	8,626 +216	+3%	+$10.2K	0.41%	59
2020 Q1	$338K	Buy	+8,410	New	+$384K	0.38%	59

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

StrongBox Wealth's XLK Position: Q1 2026 in Review

StrongBox Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.32% in Q1 2026, selling an estimated $1.27K and leaving 2,807 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #78.

StrongBox Wealth first reported a position in XLK in Q1 2020 and has held it in 25 quarters since. The position peaked at $479K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

StrongBox Wealth held 2,807 shares of State Street Technology Select Sector SPDR ETF worth $373K as of Q1 2026.
StrongBox Wealth sold 9 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.27K.
State Street Technology Select Sector SPDR ETF made up 0.12% of StrongBox Wealth's portfolio in Q1 2026, its #78 holding.
StrongBox Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
StrongBox Wealth's State Street Technology Select Sector SPDR ETF position peaked at $479K in Q3 2024.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on StrongBox Wealth's 13F filing for Q1 2026, filed 8 May 2026.