U.S. Capital Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

U.S. Capital Wealth 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	$9.39M	Sell	70,624 -18,231	-21%	-$2.57M	0.24%	99
2025 Q4	$12.8M	Buy	88,855 +3,005	+4%	+$434K	0.33%	70
2025 Q3	$12.1M	Sell	85,850 -14,838	-15%	-$1.97M	0.33%	71
2025 Q2	$12.7M	Buy	100,688 +3,784	+4%	+$420K	0.37%	62
2025 Q1	$10M	Buy	96,904 +23,306	+32%	+$2.64M	0.31%	78
2024 Q4	$8.56M	Buy	73,598 +46,102	+168%	+$5.36M	0.26%	80
2024 Q3	$3.1M	Sell	27,496 -36,510	-57%	-$4.01M	0.11%	179
2024 Q2	$7.24M	Buy	64,006 +2,294	+4%	+$242K	0.27%	82
2024 Q1	$6.43M	Buy	61,712 +4,930	+9%	+$499K	0.25%	95
2023 Q4	$5.46M	Buy	56,782 +38,768	+215%	+$3.45M	0.22%	108
2023 Q3	$1.48M	Buy	18,014 +7,312	+68%	+$627K	0.07%	252
2023 Q2	$930K	Buy	10,702 +1,414	+15%	+$111K	0.04%	339
2023 Q1	$701K	Buy	9,288 +456	+5%	+$31.4K	0.03%	375
2022 Q4	$550K	Sell	8,832 -348	-4%	-$22.1K	0.03%	433
2022 Q3	$545K	Sell	9,180 -1,396	-13%	-$95.3K	0.03%	425
2022 Q2	$672K	Buy	10,576 +740	+8%	+$51.5K	0.03%	414
2022 Q1	$782K	Sell	9,836 -132,296	-93%	-$10.4M	0.03%	435
2021 Q4	$12.4M	Buy	142,132 +1,446	+1%	+$119K	0.49%	43
2021 Q3	$10.5M	Buy	+140,686	New	+$10.9M	0.46%	47

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

U.S. Capital Wealth Advisors's XLK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 21% in Q1 2026, selling an estimated $2.57M and leaving 70,624 shares worth $9.39M. The position accounts for 0.24% of the portfolio, ranked #99.

U.S. Capital Wealth Advisors first reported a position in XLK in Q3 2021 and has held it in 19 quarters since. The position peaked at $12.8M in Q4 2025. 2,417 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

U.S. Capital Wealth Advisors held 70,624 shares of State Street Technology Select Sector SPDR ETF worth $9.39M as of Q1 2026.
U.S. Capital Wealth Advisors sold 18,231 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $2.57M.
State Street Technology Select Sector SPDR ETF made up 0.24% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #99 holding.
U.S. Capital Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $12.8M 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 U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.