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

Tradition 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 		$1.53M Sell
11,493
-745
-6% -$105K 0.11% 163
2025
Q4 		$1.76M Sell
12,238
-554
-4% -$80K 0.13% 147
2025
Q3 		$1.8M Sell
12,792
-932
-7% -$123K 0.13% 145
2025
Q2 		$1.74M Sell
13,724
-432
-3% -$47.9K 0.14% 137
2025
Q1 		$1.46M Buy
14,156
+14
+0.1% +$1.59K 0.13% 144
2024
Q4 		$1.64M Sell
14,142
-48
-0.3% -$5.58K 0.14% 128
2024
Q3 		$1.6M Buy
14,190
+994
+8% +$109K 0.14% 124
2024
Q2 		$1.49M Buy
13,196
+244
+2% +$25.7K 0.14% 124
2024
Q1 		$1.35M Buy
12,952
+956
+8% +$96.7K 0.14% 127
2023
Q4 		$1.15M Buy
11,996
+4
+0% +$356 0.12% 123
2023
Q3 		$983K Buy
11,992
+2
+0% +$172 0.12% 120
2023
Q2 		$1.04M Sell
11,990
-440
-4% -$34.7K 0.12% 115
2023
Q1 		$939K Sell
12,430
-80
-0.6% -$5.5K 0.12% 117
2022
Q4 		$778K Sell
12,510
-168
-1% -$10.7K 0.11% 126
2022
Q3 		$753K Sell
12,678
-1,416
-10% -$96.6K 0.11% 123
2022
Q2 		$896K Sell
14,094
-762
-5% -$53.1K 0.13% 116
2022
Q1 		$1.18M Sell
14,856
-2,288
-13% -$180K 0.15% 116
2021
Q4 		$1.49M Buy
17,144
+550
+3% +$45.3K 0.19% 109
2021
Q3 		$1.24M Sell
16,594
-200
-1% -$15.4K 0.18% 112
2021
Q2 		$1.24M Buy
16,794
+40
+0.2% +$2.8K 0.19% 113
2021
Q1 		$1.11M Sell
16,754
-804
-5% -$53.1K 0.19% 100
2020
Q4 		$1.14M Buy
+17,558
New +$1.07M 0.22% 94

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Tradition Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.1% in Q1 2026, selling an estimated $105K and leaving 11,493 shares worth $1.53M. The position accounts for 0.11% of the portfolio, ranked #163.

Tradition Wealth Management first reported a position in XLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.8M in Q3 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Tradition Wealth Management held 11,493 shares of State Street Technology Select Sector SPDR ETF worth $1.53M as of Q1 2026.
  • Tradition Wealth Management sold 745 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $105K.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Tradition Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Tradition Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.8M in Q3 2025.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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