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

Westwood Wealth Management’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	–	Sell	-11,943	Closed	-$1.72M	–	126
2025 Q4	$1.72M	Buy	+11,943	New	+$1.72M	1.29%	27
2022 Q1	–	Sell	-448	Closed	-$8.1M	–	63
2021 Q4	$8.1M	Buy	+448	New	+$36.9K	3.46%	9

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 $424B AUM 22.94% 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

Westwood Wealth Management's XLK Position: Q1 2026 in Review

Westwood Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 11,943 shares — an estimated $1.72M sold.

Westwood Wealth Management first reported a position in XLK in Q4 2021 and held it in 2 quarters. The position peaked at $8.1M in Q4 2021. 2,408 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Westwood Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 11,943 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.72M.
Westwood Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
Westwood Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $8.1M in Q4 2021.
2,408 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.