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

TCFG Wealth Management’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	$712K	Buy	5,358 +361	+7%	+$50.9K	0.27%	93
2025 Q4	$719K	Sell	4,997 -399	-7%	-$57.6K	0.28%	93
2025 Q3	$760K	Buy	5,396 +54	+1%	+$7.15K	0.3%	85
2025 Q2	$676K	Buy	5,342 +50	+0.9%	+$5.55K	0.31%	85
2025 Q1	$546K	Buy	5,292 +144	+3%	+$16.3K	0.27%	97
2024 Q4	$599K	Buy	5,148 +292	+6%	+$34K	0.3%	83
2024 Q3	$548K	Buy	+4,856	New	+$533K	0.28%	91

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCFG Wealth Management's XLK Position: Q1 2026 in Review

TCFG Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.2% in Q1 2026, buying an estimated $50.9K and bringing the position to 5,358 shares worth $712K. The position accounts for 0.27% of the portfolio, ranked #93.

TCFG Wealth Management first reported a position in XLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $760K in Q3 2025. 2,418 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

TCFG Wealth Management held 5,358 shares of State Street Technology Select Sector SPDR ETF worth $712K as of Q1 2026.
TCFG Wealth Management bought 361 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $50.9K.
State Street Technology Select Sector SPDR ETF made up 0.27% of TCFG Wealth Management's portfolio in Q1 2026, its #93 holding.
TCFG Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $760K in Q3 2025.
2,418 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.