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

Wealth Management Associates’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	$220K	Hold	1,658	–	–	0.08%	219
2025 Q4	$239K	Buy	1,658 +40	+2%	+$5.78K	0.08%	205
2025 Q3	$228K	Sell	1,618 -4	-0.2%	-$530	0.08%	207
2025 Q2	$205K	Buy	+1,622	New	+$180K	0.08%	206
2024 Q3	–	Sell	-1,838	Closed	-$208K	–	223
2024 Q2	$208K	Hold	1,838	–	–	0.1%	189
2024 Q1	$208K	Buy	+1,838	New	+$186K	0.1%	189

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 Management Associates's XLK Position: Q1 2026 in Review

Wealth Management Associates held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q1 2026 at 1,658 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #219.

Wealth Management Associates first reported a position in XLK in Q1 2024 and has held it in 6 quarters since. The position peaked at $239K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Wealth Management Associates held 1,658 shares of State Street Technology Select Sector SPDR ETF worth $220K as of Q1 2026.
Wealth Management Associates left its State Street Technology Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of Wealth Management Associates's portfolio in Q1 2026, its #219 holding.
Wealth Management Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
Wealth Management Associates's State Street Technology Select Sector SPDR ETF position peaked at $239K 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 Management Associates's 13F filing for Q1 2026, filed 13 May 2026.