Wealthspire Advisors (New York)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wealthspire Advisors (New York)’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	$3.94M	Sell	29,658 -4,734	-14%	-$667K	0.03%	186
2025 Q4	$4.95M	Sell	34,392 -816	-2%	-$118K	0.04%	163
2025 Q3	$4.96M	Buy	35,208 +6,906	+24%	+$915K	0.03%	168
2025 Q2	$3.58M	Buy	28,302 +3,738	+15%	+$415K	0.02%	194
2025 Q1	$2.54M	Sell	24,564 -2,172	-8%	-$246K	0.02%	240
2024 Q4	$3.11M	Buy	26,736 +1,216	+5%	+$141K	0.03%	188
2024 Q3	$2.88M	Buy	25,520 +14,598	+134%	+$1.6M	0.03%	195
2024 Q2	$1.24M	Sell	10,922 -682	-6%	-$71.8K	0.02%	280
2024 Q1	$1.21M	Buy	11,604 +1,172	+11%	+$119K	0.02%	284
2023 Q4	$1M	Buy	10,432 +5,416	+108%	+$482K	0.01%	308
2023 Q3	$411K	Buy	5,016 +898	+22%	+$77K	0.01%	427
2023 Q2	$358K	Buy	4,118 +120	+3%	+$9.46K	0.01%	427
2023 Q1	$302K	Buy	3,998 +54	+1%	+$3.72K	0.01%	442
2022 Q4	$245K	Sell	3,944 -1,466	-27%	-$93.1K	﹤0.01%	497
2022 Q3	$321K	Buy	5,410 +1,232	+29%	+$84.1K	0.01%	406
2022 Q2	$266K	Sell	4,178 -400	-9%	-$27.9K	0.01%	425
2022 Q1	$364K	Buy	4,578 +610	+15%	+$47.9K	0.01%	324
2021 Q4	$345K	Sell	3,968 -4,698	-54%	-$387K	0.01%	393
2021 Q3	$647K	Buy	+8,666	New	+$669K	0.01%	310
2021 Q2	–	Sell	-4,544	Closed	-$302K	–	678
2021 Q1	$302K	Buy	+4,544	New	+$300K	0.01%	546

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

Wealthspire Advisors (New York)'s XLK Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q1 2026, selling an estimated $667K and leaving 29,658 shares worth $3.94M. The position accounts for 0.03% of the portfolio, ranked #186.

Wealthspire Advisors (New York) first reported a position in XLK in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.96M in Q3 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Wealthspire Advisors (New York) held 29,658 shares of State Street Technology Select Sector SPDR ETF worth $3.94M as of Q1 2026.
Wealthspire Advisors (New York) sold 4,734 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $667K.
State Street Technology Select Sector SPDR ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #186 holding.
Wealthspire Advisors (New York) first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
Wealthspire Advisors (New York)'s State Street Technology Select Sector SPDR ETF position peaked at $4.96M in Q3 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.