Wellington Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Wellington Management 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	$1.1M	Buy	8,276 +515	+7%	+$72.6K	﹤0.01%	1658
2025 Q4	$1.12M	Sell	7,761 -3,011	-28%	-$435K	﹤0.01%	1702
2025 Q3	$1.52M	Sell	10,772 -7,568	-41%	-$1M	﹤0.01%	1703
2025 Q2	$2.32M	Sell	18,340 -21,926	-54%	-$2.43M	﹤0.01%	1545
2025 Q1	$4.16M	Sell	40,266 -8,082	-17%	-$916K	﹤0.01%	1407
2024 Q4	$5.62M	Buy	48,348 +2,324	+5%	+$270K	﹤0.01%	1322
2024 Q3	$5.2M	Buy	+46,024	New	+$5.05M	﹤0.01%	1322
2020 Q2	–	Sell	-13,978	Closed	-$562K	–	1999
2020 Q1	$562K	Sell	13,978 -4,368	-24%	-$199K	﹤0.01%	1671
2019 Q4	$841K	Buy	18,346 +4,136	+29%	+$177K	﹤0.01%	1743
2019 Q3	$572K	Buy	+14,210	New	+$569K	﹤0.01%	1849

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Wellington Management Group's XLK Position: Q1 2026 in Review

Wellington Management Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.6% in Q1 2026, buying an estimated $72.6K and bringing the position to 8,276 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Wellington Management Group first reported a position in XLK in Q3 2019 and has held it in 10 quarters since. The position peaked at $5.62M in Q4 2024. 2,412 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Wellington Management Group held 8,276 shares of State Street Technology Select Sector SPDR ETF worth $1.1M as of Q1 2026.
Wellington Management Group bought 515 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $72.6K.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1658 holding.
Wellington Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 10 quarters since.
Wellington Management Group's State Street Technology Select Sector SPDR ETF position peaked at $5.62M in Q4 2024.
2,412 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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