Sweeney & Michel’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Sweeney & Michel’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	$1.43M	Buy	9,848 +12	+0.1%	+$1.69K	0.42%	44
2025 Q4	$1.41M	Sell	9,836 -36	-0.4%	-$5.2K	0.42%	45
2025 Q3	$1.37M	Buy	9,872 +48	+0.5%	+$6.36K	0.46%	40
2025 Q2	$1.26M	Buy	9,824 +16	+0.2%	+$1.78K	0.45%	41
2025 Q1	$881K	Buy	+9,808	New	+$1.11M	0.39%	46
2024 Q3	$1.1M	Buy	9,548 +6	+0.1%	+$659	0.43%	44
2024 Q2	$1.12M	Sell	9,542 -626	-6%	-$65.9K	0.48%	38
2024 Q1	$1.06M	Buy	+10,168	New	+$1.03M	0.47%	37
2023 Q3	$901K	Buy	10,246 +20	+0.2%	+$1.72K	0.47%	39
2023 Q2	$871K	Buy	10,226 +20	+0.2%	+$1.58K	0.45%	40
2023 Q1	$847K	Buy	+10,206	New	+$702K	0.45%	39

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

Sweeney & Michel's XLK Position: Q1 2026 in Review

Sweeney & Michel increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q1 2026, buying an estimated $1.69K and bringing the position to 9,848 shares worth $1.43M. The position accounts for 0.42% of the portfolio, ranked #44.

Sweeney & Michel first reported a position in XLK in Q1 2023 and has held it in 11 quarters since. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Sweeney & Michel held 9,848 shares of State Street Technology Select Sector SPDR ETF worth $1.43M as of Q1 2026.
Sweeney & Michel bought 12 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.69K.
State Street Technology Select Sector SPDR ETF made up 0.42% of Sweeney & Michel's portfolio in Q1 2026, its #44 holding.
Sweeney & Michel first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 11 quarters since.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.