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

Aaron Wealth 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 Q2	$234K	Buy	+1,230	New	+$210K	0.01%	642
2022 Q2	–	Sell	-354,412	Closed	-$1.11M	–	860
2022 Q1	$1.11M	Buy	354,412 +341,382	+2,620%	+$26.8M	0.02%	339
2021 Q4	$1.13M	Buy	13,030 +740	+6%	+$60.9K	0.32%	49
2021 Q3	$917K	Buy	12,290 +200	+2%	+$15.4K	0.26%	54
2021 Q2	$892K	Hold	12,090	–	–	0.29%	58
2021 Q1	$802K	Hold	12,090	–	–	0.29%	55
2020 Q4	$785K	Buy	+12,090	New	+$736K	0.29%	50

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Aaron Wealth Advisors's XLK Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,230 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #642 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in XLK as recently as Q1 2022.

Aaron Wealth Advisors first reported a position in XLK in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2021. 520 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Aaron Wealth Advisors held 1,230 shares of State Street Technology Select Sector SPDR ETF worth $234K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Aaron Wealth Advisors position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #642 holding.
Aaron Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 7 quarters since.
Aaron Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $1.13M in Q4 2021.
520 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.