Win Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Win Advisors’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	-21,493	Closed	-$3.09M	–	127
2025 Q4	$3.09M	Buy	+21,493	New	+$3.1M	1.31%	17
2024 Q2	–	Sell	-4,036	Closed	-$420K	–	82
2024 Q1	$420K	Buy	+4,036	New	+$408K	0.19%	41
2022 Q3	–	Sell	-24,738	Closed	-$1.58M	–	172
2022 Q2	$1.58M	Buy	+24,738	New	+$1.72M	3.09%	6
2022 Q1	–	Sell	-9,080	Closed	-$713K	–	218
2021 Q4	$789K	Buy	+9,080	New	+$748K	0.18%	40

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

Win Advisors's XLK Position: Q1 2026 in Review

Win Advisors sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026, closing a stake of 21,493 shares — an estimated $3.09M sold.

Win Advisors first reported a position in XLK in Q4 2021 and held it in 4 quarters. The position peaked at $3.09M in Q4 2025. 2,405 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Win Advisors reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 21,493 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $3.09M.
Win Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Win Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.09M in Q4 2025.
2,405 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.