WNY Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WNY Asset 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	$6.53M	Buy	+49,099	New	+$6.92M	0.67%	26
2025 Q3	$9.16M	Buy	65,006 +706	+1%	+$93.5K	0.88%	20
2025 Q2	$8.14M	Buy	64,300 +1,456	+2%	+$162K	0.9%	20
2025 Q1	$6.49M	Buy	62,844 +4,832	+8%	+$548K	0.77%	23
2024 Q4	$6.74M	Buy	58,012 +6,558	+13%	+$763K	0.84%	23
2024 Q3	$5.81M	Buy	51,454 +10,440	+25%	+$1.15M	0.68%	31
2024 Q2	$4.64M	Buy	41,014 +1,574	+4%	+$166K	0.61%	35
2024 Q1	$4.11M	Sell	39,440 -312	-0.8%	-$31.6K	0.63%	33
2023 Q4	$3.83M	Buy	39,752 +1,000	+3%	+$89K	0.65%	33
2023 Q3	$3.18M	Sell	38,752 -546	-1%	-$46.8K	0.62%	32
2023 Q2	$3.42M	Buy	39,298 +388	+1%	+$30.6K	0.73%	26
2023 Q1	$2.94M	Sell	38,910 -1,758	-4%	-$121K	0.7%	30
2022 Q4	$2.53M	Buy	40,668 +628	+2%	+$39.9K	0.68%	35
2022 Q3	$2.38M	Sell	40,040 -5,936	-13%	-$405K	0.87%	35
2022 Q2	$2.92M	Sell	45,976 -1,968	-4%	-$137K	0.99%	28
2022 Q1	$3.81M	Sell	47,944 -1,786	-4%	-$140K	1.18%	23
2021 Q4	$4.32M	Buy	49,730 +2,444	+5%	+$201K	1.28%	21
2021 Q3	$3.52M	Buy	47,286 +2,258	+5%	+$174K	1.22%	22
2021 Q2	$3.33M	Sell	45,028 -2,678	-6%	-$188K	1.19%	20
2021 Q1	$3.17M	Buy	47,706 +2,888	+6%	+$191K	1.27%	16
2020 Q4	$2.92M	Buy	+44,818	New	+$2.73M	1.48%	14

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

WNY Asset Management's XLK Position: Q1 2026 in Review

WNY Asset Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026: 49,099 shares worth $6.53M. The stake represents 0.67% of the portfolio and ranks #26 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in XLK as recently as Q3 2025.

WNY Asset Management first reported a position in XLK in Q4 2020 and has held it in 21 quarters since. The position peaked at $9.16M in Q3 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

WNY Asset Management held 49,099 shares of State Street Technology Select Sector SPDR ETF worth $6.53M as of Q1 2026.
State Street Technology Select Sector SPDR ETF was a new WNY Asset Management position in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.67% of WNY Asset Management's portfolio in Q1 2026, its #26 holding.
WNY Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
WNY Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $9.16M in Q3 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.