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

Tower View 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	$27.7K	Sell	208 -3	-1%	-$423	0.01%	113
2025 Q4	$30.4K	Sell	211 -31	-13%	-$4.48K	0.02%	96
2025 Q3	$34.1K	Sell	242 -40	-14%	-$5.3K	0.02%	93
2025 Q2	$35.6K	Buy	282 +2	+0.7%	+$222	0.02%	104
2025 Q1	$29K	Sell	280 -44	-14%	-$4.99K	0.02%	93
2024 Q4	$37.7K	Buy	324 +44	+16%	+$5.12K	0.02%	88
2024 Q3	$31.6K	Hold	280	–	–	0.02%	94
2024 Q2	$31.7K	Hold	280	–	–	0.02%	91
2024 Q1	$29.2K	Buy	280 +112	+67%	+$11.3K	0.02%	96
2023 Q4	$16K	Sell	168 -18	-10%	-$1.6K	0.01%	116
2023 Q3	$15K	Sell	186 -30	-14%	-$2.57K	0.01%	108
2023 Q2	$19K	Buy	+216	New	+$17K	0.01%	101

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

Tower View Wealth Management's XLK Position: Q1 2026 in Review

Tower View Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.4% in Q1 2026, selling an estimated $423 and leaving 208 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #113.

Tower View Wealth Management first reported a position in XLK in Q2 2023 and has held it in 12 quarters since. The position peaked at $37.7K in Q4 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Tower View Wealth Management held 208 shares of State Street Technology Select Sector SPDR ETF worth $27.7K as of Q1 2026.
Tower View Wealth Management sold 3 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $423.
State Street Technology Select Sector SPDR ETF made up 0.01% of Tower View Wealth Management's portfolio in Q1 2026, its #113 holding.
Tower View Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
Tower View Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $37.7K in Q4 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.