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Weaver Consulting Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Weaver Consulting 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 		$269K Sell
2,022
-34
-2% -$4.79K 0.06% 223
2025
Q4 		$296K Sell
2,056
-100
-5% -$14.4K 0.07% 197
2025
Q3 		$304K Sell
2,156
-28
-1% -$3.71K 0.08% 186
2025
Q2 		$277K Sell
2,184
-44
-2% -$4.88K 0.08% 189
2025
Q1 		$230K Hold
2,228
– – 0.07% 201
2024
Q4 		$259K Buy
2,228
+98
+5% +$11.4K 0.08% 179
2024
Q3 		$240K Buy
+2,130
New +$234K 0.08% 194
2022
Q2 		– Sell
-3,128
Closed -$249K – 180
2022
Q1 		$249K Buy
3,128
+24
+0.8% +$1.88K 0.12% 147
2021
Q4 		$270K Buy
+3,104
New +$256K 0.13% 132
2020
Q4 		– Sell
-1,932
Closed -$113K – 923
2020
Q3 		$113K Buy
1,932
+176
+10% +$9.94K 0.07% 179
2020
Q2 		$92K Hold
1,756
– – 0.05% 198
2020
Q1 		$71K Buy
1,756
+494
+39% +$22.5K 0.05% 190
2019
Q4 		$51K Hold
1,262
– – 0.03% 238
2019
Q3 		$52K Hold
1,262
– – 0.03% 226
2019
Q2 		$49K Hold
1,262
– – 0.03% 225
2019
Q1 		$49K Buy
+1,262
New +$43.2K 0.01% 486

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Weaver Consulting Group's XLK Position: Q1 2026 in Review

Weaver Consulting Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q1 2026, selling an estimated $4.79K and leaving 2,022 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #223.

Weaver Consulting Group first reported a position in XLK in Q1 2019 and has held it in 16 quarters since. The position peaked at $304K in Q3 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Weaver Consulting Group held 2,022 shares of State Street Technology Select Sector SPDR ETF worth $269K as of Q1 2026.
  • Weaver Consulting Group sold 34 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $4.79K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Weaver Consulting Group's portfolio in Q1 2026, its #223 holding.
  • Weaver Consulting Group first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 16 quarters since.
  • Weaver Consulting Group's State Street Technology Select Sector SPDR ETF position peaked at $304K in Q3 2025.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.