Xcel Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
Xcel Wealth Management's XLK Position: Q1 2026 in Review
Xcel Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.8% in Q1 2026, buying an estimated $144K and bringing the position to 11,488 shares worth $1.53M. The position accounts for 0.42% of the portfolio, ranked #57.
Xcel Wealth Management first reported a position in XLK in Q2 2023 and has held it in 12 quarters since. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.
- Xcel Wealth Management held 11,488 shares of State Street Technology Select Sector SPDR ETF worth $1.53M as of Q1 2026.
- Xcel Wealth Management bought 1,025 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $144K.
- State Street Technology Select Sector SPDR ETF made up 0.42% of Xcel Wealth Management's portfolio in Q1 2026, its #57 holding.
- Xcel Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 12 quarters since.
- 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.
Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.