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

Thrive 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	–	Sell	-1,406	Closed	-$202K	–	260
2025 Q4	$202K	Sell	1,406 -102	-7%	-$14.7K	0.03%	233
2025 Q3	$213K	Buy	+1,508	New	+$200K	0.03%	221
2025 Q2	–	Sell	-3,004	Closed	-$310K	–	237
2025 Q1	$310K	Buy	+3,004	New	+$341K	0.06%	158

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

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

Thrive Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 1,406 shares — an estimated $202K sold.

Thrive Wealth Management first reported a position in XLK in Q1 2025 and held it in 3 quarters. The position peaked at $310K in Q1 2025. 2,421 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Thrive Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Thrive Wealth Management sold 1,406 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $202K.
Thrive Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and held it in 3 quarters.
Thrive Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $310K in Q1 2025.
2,421 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Thrive Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.