Wealth Advisory Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wealth Advisory Solutions’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	$1.57M	Sell	11,777 -33	-0.3%	-$4.65K	0.35%	62
2025 Q4	$1.7M	Sell	11,810 -508	-4%	-$73.4K	0.4%	55
2025 Q3	$1.74M	Buy	12,318 +26	+0.2%	+$3.44K	0.42%	51
2025 Q2	$1.56M	Sell	12,292 -40	-0.3%	-$4.44K	0.39%	58
2025 Q1	$1.27M	Sell	12,332 -50	-0.4%	-$5.67K	0.34%	65
2024 Q4	$1.44M	Sell	12,382 -284	-2%	-$33K	0.4%	56
2024 Q3	$1.43M	Buy	12,666 +154	+1%	+$16.9K	0.39%	54
2024 Q2	$1.42M	Buy	12,512 +318	+3%	+$33.5K	0.38%	54
2024 Q1	$1.27M	Sell	12,194 -1,460	-11%	-$148K	0.33%	59
2023 Q4	$1.31M	Sell	13,654 -13,830	-50%	-$1.23M	0.46%	40
2023 Q3	$2.45M	Buy	+27,484	New	+$2.36M	0.48%	44
2023 Q2	–	Sell	-14,586	Closed	-$1.1M	–	136
2023 Q1	$1.1M	Sell	14,586 -1,030	-7%	-$70.9K	0.29%	65
2022 Q4	$972K	Sell	15,616 -650	-4%	-$41.3K	0.26%	80
2022 Q3	$966K	Sell	16,266 -480	-3%	-$32.8K	0.27%	80
2022 Q2	$1.06M	Sell	16,746 -1,886	-10%	-$131K	0.26%	79
2022 Q1	$1.48M	Buy	+18,632	New	+$1.46M	0.31%	77
2021 Q3	$1.42M	Sell	18,972 -48	-0.3%	-$3.7K	0.31%	72
2021 Q2	$1.4M	Buy	+19,020	New	+$1.33M	0.33%	75
2021 Q1	–	Sell	-18,636	Closed	-$1.21M	–	205
2020 Q4	$1.21M	Sell	18,636 -322	-2%	-$19.6K	0.33%	64
2020 Q3	$1.11M	Sell	18,958 -954	-5%	-$53.9K	0.29%	79
2020 Q2	$1.04M	Sell	19,912 -196	-1%	-$9.22K	0.29%	81
2020 Q1	$808K	Sell	20,108 -12,894	-39%	-$588K	0.27%	83
2019 Q4	$1.51M	Buy	+33,002	New	+$1.41M	0.4%	71

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

Wealth Advisory Solutions's XLK Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.28% in Q1 2026, selling an estimated $4.65K and leaving 11,777 shares worth $1.57M. The position accounts for 0.35% of the portfolio, ranked #62.

Wealth Advisory Solutions first reported a position in XLK in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.45M in Q3 2023. 2,401 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Wealth Advisory Solutions held 11,777 shares of State Street Technology Select Sector SPDR ETF worth $1.57M as of Q1 2026.
Wealth Advisory Solutions sold 33 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $4.65K.
State Street Technology Select Sector SPDR ETF made up 0.35% of Wealth Advisory Solutions's portfolio in Q1 2026, its #62 holding.
Wealth Advisory Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 23 quarters since.
Wealth Advisory Solutions's State Street Technology Select Sector SPDR ETF position peaked at $2.45M in Q3 2023.
2,401 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.