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

Abound 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 Q2	$3.05K	Sell	16 -101	-86%	-$17.3K	﹤0.01%	686
2026 Q1	$15.5K	Buy	+117	New	+$16.5K	﹤0.01%	444
2025 Q1	–	Sell	-2	Closed	-$196	–	1334
2024 Q4	$196	Sell	2 -670	-100%	-$77.9K	﹤0.01%	1080
2024 Q3	$75.9K	Buy	672 +454	+208%	+$49.8K	0.03%	128
2024 Q2	$24.7K	Sell	218 -24	-10%	-$2.53K	0.01%	229
2024 Q1	$25.2K	Buy	242 +16	+7%	+$1.62K	0.01%	209
2023 Q4	$21.8K	Buy	226 +134	+146%	+$11.9K	0.01%	238
2023 Q3	$7.56K	Hold	92	–	–	﹤0.01%	387
2023 Q2	$8.02K	Buy	+92	New	+$7.25K	﹤0.01%	384
2022 Q3	–	Sell	-30	Closed	-$1.91K	–	754
2022 Q2	$1.91K	Buy	+30	New	+$2.09K	﹤0.01%	107

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Abound Wealth Management's XLK Position: Q2 2026 in Review

Abound Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 86% in Q2 2026, selling an estimated $17.3K and leaving 16 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Abound Wealth Management first reported a position in XLK in Q2 2022 and has held it in 10 quarters since. The position peaked at $75.9K in Q3 2024. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Abound Wealth Management held 16 shares of State Street Technology Select Sector SPDR ETF worth $3.05K as of Q2 2026.
Abound Wealth Management sold 101 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $17.3K.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #686 holding.
Abound Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and has held it in 10 quarters since.
Abound Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $75.9K in Q3 2024.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.