Transcendent Capital Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Transcendent Capital Group’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	$292K	Sell	2,200 -8	-0.4%	-$1.13K	0.13%	96
2025 Q4	$318K	Hold	2,208	–	–	0.14%	92
2025 Q3	$311K	Hold	2,208	–	–	0.14%	98
2025 Q2	$280K	Hold	2,208	–	–	0.14%	87
2025 Q1	$228K	Hold	2,208	–	–	0.13%	80
2024 Q4	$257K	Hold	2,208	–	–	0.13%	87
2024 Q3	$249K	Sell	2,208 -40	-2%	-$4.39K	0.13%	96
2024 Q2	$254K	Buy	2,248 +48	+2%	+$5.05K	0.15%	78
2024 Q1	$229K	Hold	2,200	–	–	0.13%	83
2023 Q4	$212K	Buy	+2,200	New	+$196K	0.14%	73

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

Transcendent Capital Group's XLK Position: Q1 2026 in Review

Transcendent Capital Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.36% in Q1 2026, selling an estimated $1.13K and leaving 2,200 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #96.

Transcendent Capital Group first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $318K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Transcendent Capital Group held 2,200 shares of State Street Technology Select Sector SPDR ETF worth $292K as of Q1 2026.
Transcendent Capital Group sold 8 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.13K.
State Street Technology Select Sector SPDR ETF made up 0.13% of Transcendent Capital Group's portfolio in Q1 2026, its #96 holding.
Transcendent Capital Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Transcendent Capital Group's State Street Technology Select Sector SPDR ETF position peaked at $318K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Transcendent Capital Group's 13F filing for Q1 2026, filed 27 Apr 2026.