W.H. Cornerstone Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

W.H. Cornerstone Investments’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	$223K	Buy	1,680 +2	+0.1%	+$282	0.14%	123
2025 Q4	$242K	Buy	1,678 +2	+0.1%	+$289	0.15%	103
2025 Q3	$236K	Buy	1,676 +2	+0.1%	+$265	0.14%	103
2025 Q2	$212K	Buy	+1,674	New	+$186K	0.13%	108
2024 Q3	–	Sell	-1,974	Closed	-$223K	–	136
2024 Q2	$223K	Buy	1,974 +4	+0.2%	+$421	0.16%	113
2024 Q1	$205K	Buy	+1,970	New	+$199K	0.15%	130
2023 Q1	–	Sell	-3,628	Closed	-$237K	–	139
2022 Q4	$237K	Buy	+3,628	New	+$230K	0.22%	114

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

W.H. Cornerstone Investments's XLK Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.12% in Q1 2026, buying an estimated $282 and bringing the position to 1,680 shares worth $223K. The position accounts for 0.14% of the portfolio, ranked #123.

W.H. Cornerstone Investments first reported a position in XLK in Q4 2022 and has held it in 7 quarters since. The position peaked at $242K in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

W.H. Cornerstone Investments held 1,680 shares of State Street Technology Select Sector SPDR ETF worth $223K as of Q1 2026.
W.H. Cornerstone Investments bought 2 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $282.
State Street Technology Select Sector SPDR ETF made up 0.14% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #123 holding.
W.H. Cornerstone Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
W.H. Cornerstone Investments's State Street Technology Select Sector SPDR ETF position peaked at $242K in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.