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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-47,782
Closed -$6.88M 52
2025
Q4
$6.88M Buy
+47,782
New +$6.9M 7.39% 5
2024
Q4
Sell
-111,378
Closed -$12.6M 38
2024
Q3
$12.6M Buy
+111,378
New +$12.2M 12.85% 1
2024
Q1
Sell
-125,070
Closed -$12M 42
2023
Q4
$12M Buy
+125,070
New +$11.1M 12.22% 2

Other funds holding XLK

Surience Private Wealth's XLK Position: Q1 2026 in Review

Surience Private Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 47,782 shares — an estimated $6.88M sold.

Surience Private Wealth first reported a position in XLK in Q4 2023 and held it in 3 quarters. The position peaked at $12.6M in Q3 2024. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Surience Private Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Surience Private Wealth sold 47,782 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $6.88M.
  • Surience Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and held it in 3 quarters.
  • Surience Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $12.6M 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 Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.