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

Wealth Quarterback’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	$394K	Buy	2,961 +1	+0%	+$141	0.15%	104
2025 Q4	$426K	Sell	2,960 -32	-1%	-$4.62K	0.15%	105
2025 Q3	$422K	Buy	2,992 +416	+16%	+$55.1K	0.16%	101
2025 Q2	$326K	Sell	2,576 -110	-4%	-$12.2K	0.15%	107
2025 Q1	$277K	Sell	2,686 -64	-2%	-$7.26K	0.16%	103
2024 Q4	$320K	Buy	2,750 +98	+4%	+$11.4K	0.15%	89
2024 Q3	$299K	Sell	2,652 -188	-7%	-$20.6K	0.16%	95
2024 Q2	$321K	Sell	2,840 -490	-15%	-$51.6K	0.18%	84
2024 Q1	$347K	Sell	3,330 -136	-4%	-$13.8K	0.19%	86
2023 Q4	$334K	Buy	3,466 +208	+6%	+$18.5K	0.2%	87
2023 Q3	$267K	Sell	3,258 -40	-1%	-$3.43K	0.23%	85
2023 Q2	$287K	Buy	+3,298	New	+$260K	0.2%	88
2021 Q3	$213K	Buy	7,320 +3,926	+116%	+$303K	0.14%	108
2021 Q2	$251K	Buy	+3,394	New	+$238K	0.15%	99
2020 Q4	$476K	Buy	7,328 +194	+3%	+$11.8K	0.4%	59
2020 Q3	$373K	Hold	7,134	–	–	0.34%	70
2020 Q2	$373K	Buy	7,134 +1,528	+27%	+$71.9K	0.34%	70
2020 Q1	$267K	Sell	5,606 -38,908	-87%	-$1.78M	0.25%	83
2019 Q4	$200K	Buy	+44,514	New	+$1.91M	0.17%	108

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 Quarterback's XLK Position: Q1 2026 in Review

Wealth Quarterback increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.03% in Q1 2026, buying an estimated $141 and bringing the position to 2,961 shares worth $394K. The position accounts for 0.15% of the portfolio, ranked #104.

Wealth Quarterback first reported a position in XLK in Q4 2019 and has held it in 19 quarters since. The position peaked at $476K in Q4 2020. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Wealth Quarterback held 2,961 shares of State Street Technology Select Sector SPDR ETF worth $394K as of Q1 2026.
Wealth Quarterback bought 1 State Street Technology Select Sector SPDR ETF share in Q1 2026, an estimated $141.
State Street Technology Select Sector SPDR ETF made up 0.15% of Wealth Quarterback's portfolio in Q1 2026, its #104 holding.
Wealth Quarterback first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
Wealth Quarterback's State Street Technology Select Sector SPDR ETF position peaked at $476K in Q4 2020.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.