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

Wealth Architects’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	11,804 -1,010	-8%	-$142K	0.14%	73
2025 Q4	$1.84M	Hold	12,814	–	–	0.17%	69
2025 Q3	$1.81M	Hold	12,814	–	–	0.17%	69
2025 Q2	$1.62M	Hold	12,814	–	–	0.16%	68
2025 Q1	$1.32M	Buy	12,814 +740	+6%	+$83.9K	0.15%	75
2024 Q4	$1.4M	Buy	+12,074	New	+$1.4M	0.16%	66
2020 Q2	–	Sell	-6,170	Closed	-$248K	–	154
2020 Q1	$248K	Buy	+6,170	New	+$282K	0.09%	109

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 Architects's XLK Position: Q1 2026 in Review

Wealth Architects reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.9% in Q1 2026, selling an estimated $142K and leaving 11,804 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #73.

Wealth Architects first reported a position in XLK in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.84M in Q4 2025. 2,399 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Wealth Architects held 11,804 shares of State Street Technology Select Sector SPDR ETF worth $1.57M as of Q1 2026.
Wealth Architects sold 1,010 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $142K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Wealth Architects's portfolio in Q1 2026, its #73 holding.
Wealth Architects first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 7 quarters since.
Wealth Architects's State Street Technology Select Sector SPDR ETF position peaked at $1.84M in Q4 2025.
2,399 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Architects's 13F filing for Q1 2026, filed 15 May 2026.