TruWealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

TruWealth Advisors’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	$436K	Sell	3,283 -69	-2%	-$9.72K	0.02%	126
2025 Q4	$483K	Sell	3,352 -66	-2%	-$9.53K	0.02%	124
2025 Q3	$482K	Buy	3,418 +2	+0.1%	+$265	0.02%	125
2025 Q2	$433K	Hold	3,416	–	–	0.02%	118
2025 Q1	$353K	Sell	3,416 -238	-7%	-$27K	0.02%	120
2024 Q4	$425K	Buy	3,654 +2	+0.1%	+$233	0.03%	112
2024 Q3	$412K	Buy	3,652 +2	+0.1%	+$220	0.03%	111
2024 Q2	$413K	Sell	3,650 -44	-1%	-$4.63K	0.03%	112
2024 Q1	$385K	Buy	3,694 +2	+0.1%	+$202	0.03%	114
2023 Q4	$355K	Sell	3,692 -204	-5%	-$18.2K	0.03%	107
2023 Q3	$319K	Sell	3,896 -50	-1%	-$4.29K	0.03%	109
2023 Q2	$343K	Buy	3,946 +4	+0.1%	+$315	0.03%	101
2023 Q1	$298K	Buy	3,942 +710	+22%	+$48.9K	0.03%	116
2022 Q4	$201K	Buy	+3,232	New	+$205K	0.02%	135

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

TruWealth Advisors's XLK Position: Q1 2026 in Review

TruWealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.1% in Q1 2026, selling an estimated $9.72K and leaving 3,283 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #126.

TruWealth Advisors first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $483K in Q4 2025. 2,417 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

TruWealth Advisors held 3,283 shares of State Street Technology Select Sector SPDR ETF worth $436K as of Q1 2026.
TruWealth Advisors sold 69 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $9.72K.
State Street Technology Select Sector SPDR ETF made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #126 holding.
TruWealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
TruWealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $483K in Q4 2025.
2,417 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.