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

Wealth Dimensions Group’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	$304K	Hold	2,284	–	–	0.06%	138
2025 Q4	$329K	Buy	2,284 +188	+9%	+$27.1K	0.07%	125
2025 Q3	$295K	Buy	2,096 +148	+8%	+$19.6K	0.06%	131
2025 Q2	$247K	Hold	1,948	–	–	0.05%	146
2025 Q1	$201K	Hold	1,948	–	–	0.05%	158
2024 Q4	$226K	Hold	1,948	–	–	0.06%	142
2024 Q3	$220K	Hold	1,948	–	–	0.06%	139
2024 Q2	$220K	Sell	1,948 -48	-2%	-$5.05K	0.06%	134
2024 Q1	$208K	Buy	+1,996	New	+$202K	0.06%	137

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 Dimensions Group's XLK Position: Q1 2026 in Review

Wealth Dimensions Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 2,284 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #138.

Wealth Dimensions Group first reported a position in XLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $329K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Wealth Dimensions Group held 2,284 shares of State Street Technology Select Sector SPDR ETF worth $304K as of Q1 2026.
Wealth Dimensions Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of Wealth Dimensions Group's portfolio in Q1 2026, its #138 holding.
Wealth Dimensions Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Wealth Dimensions Group's State Street Technology Select Sector SPDR ETF position peaked at $329K in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.