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

Talisman 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	$220K	Sell	1,655 -1,621	-49%	-$228K	0.18%	92
2025 Q4	$474K	Sell	3,276 -856	-21%	-$124K	0.37%	60
2025 Q3	$582K	Sell	4,132 -198	-5%	-$26.2K	0.48%	52
2025 Q2	$548K	Sell	4,330 -256	-6%	-$28.4K	0.5%	50
2025 Q1	$474K	Sell	4,586 -336	-7%	-$38.1K	0.49%	55
2024 Q4	$572K	Sell	4,922 -294	-6%	-$34.2K	0.61%	45
2024 Q3	$587K	Sell	5,216 -200	-4%	-$22K	0.62%	44
2024 Q2	$613K	Buy	5,416 +4	+0.1%	+$421	0.71%	39
2024 Q1	$564K	Buy	5,412 +2	+0%	+$202	0.71%	42
2023 Q4	$521K	Sell	5,410 -234	-4%	-$20.8K	0.77%	38
2023 Q3	$463K	Buy	5,644 +4	+0.1%	+$343	0.8%	39
2023 Q2	$490K	Sell	5,640 -776	-12%	-$61.2K	0.84%	38
2023 Q1	$484K	Buy	6,416 +1,924	+43%	+$132K	0.87%	33
2022 Q4	$280K	Buy	+4,492	New	+$285K	0.6%	54

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

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

Talisman Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 49% in Q1 2026, selling an estimated $228K and leaving 1,655 shares worth $220K. The position accounts for 0.18% of the portfolio, ranked #92.

Talisman Wealth Advisors first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $613K in Q2 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Talisman Wealth Advisors held 1,655 shares of State Street Technology Select Sector SPDR ETF worth $220K as of Q1 2026.
Talisman Wealth Advisors sold 1,621 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $228K.
State Street Technology Select Sector SPDR ETF made up 0.18% of Talisman Wealth Advisors's portfolio in Q1 2026, its #92 holding.
Talisman Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $613K in Q2 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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