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

Williams Jones 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	$4.91M	Sell	36,908 -200	-0.5%	-$28.2K	0.06%	133
2025 Q4	$5.34M	Sell	37,108 -600	-2%	-$86.7K	0.06%	132
2025 Q3	$5.31M	Sell	37,708 -200	-0.5%	-$26.5K	0.06%	131
2025 Q2	$4.8M	Hold	37,908	–	–	0.06%	135
2025 Q1	$3.91M	Sell	37,908 -40	-0.1%	-$4.54K	0.05%	146
2024 Q4	$4.41M	Buy	37,948 +242	+0.6%	+$28.2K	0.05%	142
2024 Q3	$4.26M	Sell	37,706 -156	-0.4%	-$17.1K	0.05%	146
2024 Q2	$4.28M	Sell	37,862 -358	-0.9%	-$37.7K	0.05%	142
2024 Q1	$3.98M	Buy	38,220 +376	+1%	+$38K	0.05%	140
2023 Q4	$3.64M	Sell	37,844 -426	-1%	-$37.9K	0.05%	143
2023 Q3	$3.14M	Buy	38,270 +44	+0.1%	+$3.77K	0.05%	152
2023 Q2	$3.32M	Sell	38,226 -960	-2%	-$75.7K	0.05%	153
2023 Q1	$2.96M	Buy	39,186 +494	+1%	+$34K	0.05%	168
2022 Q4	$2.41M	Buy	38,692 +2,060	+6%	+$131K	0.04%	189
2022 Q3	$2.18M	Hold	36,632	–	–	0.04%	197
2022 Q2	$2.33M	Buy	36,632 +830	+2%	+$57.8K	0.04%	195
2022 Q1	$2.85M	Sell	35,802 -600	-2%	-$47.1K	0.04%	175
2021 Q4	$3.17M	Buy	36,402 +100	+0.3%	+$8.23K	0.04%	165
2021 Q3	$2.71M	Sell	36,302 -900	-2%	-$69.4K	0.04%	175
2021 Q2	$2.75M	Sell	37,202 -300	-0.8%	-$21K	0.04%	178
2021 Q1	$2.49M	Sell	37,502 -4,798	-11%	-$317K	0.04%	176
2020 Q4	$2.75M	Buy	42,300 +8,628	+26%	+$526K	0.04%	160
2020 Q3	$1.97M	Sell	33,672 -200	-0.6%	-$11.3K	0.04%	165
2020 Q2	$1.77M	Hold	33,872	–	–	0.04%	164
2020 Q1	$1.36M	Buy	33,872 +820	+2%	+$37.4K	0.04%	153
2019 Q4	$1.51M	Hold	33,052	–	–	0.03%	175
2019 Q3	$1.33M	Buy	+33,052	New	+$1.32M	0.03%	178

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

Williams Jones Wealth Management's XLK Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.54% in Q1 2026, selling an estimated $28.2K and leaving 36,908 shares worth $4.91M. The position accounts for 0.06% of the portfolio, ranked #133.

Williams Jones Wealth Management first reported a position in XLK in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.34M in Q4 2025. 2,404 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Williams Jones Wealth Management held 36,908 shares of State Street Technology Select Sector SPDR ETF worth $4.91M as of Q1 2026.
Williams Jones Wealth Management sold 200 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $28.2K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Williams Jones Wealth Management's portfolio in Q1 2026, its #133 holding.
Williams Jones Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 27 quarters since.
Williams Jones Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $5.34M in Q4 2025.
2,404 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.