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

Accurate 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	$13.3M	Buy	71,698 +38,707	+117%	+$6.61M	1.27%	11
2026 Q1	$4.71M	Buy	32,991 +1,578	+5%	+$222K	0.57%	30
2025 Q4	$4.59M	Buy	31,413 +3,949	+14%	+$570K	0.58%	27
2025 Q3	$3.87M	Sell	27,464 -23,620	-46%	-$3.13M	0.51%	35
2025 Q2	$6.56M	Buy	51,084 +41,702	+444%	+$4.63M	1%	16
2025 Q1	$931K	Sell	9,382 -2,628	-22%	-$298K	0.18%	121
2024 Q4	$1.37M	Sell	12,010 -96	-0.8%	-$11.2K	0.26%	97
2024 Q3	$1.38M	Buy	12,106 +1,552	+15%	+$170K	0.28%	92
2024 Q2	$1.24M	Buy	10,554 +2,480	+31%	+$261K	0.3%	82
2024 Q1	$777K	Sell	8,074 -57,996	-88%	-$5.86M	0.23%	100
2023 Q4	$6.33M	Buy	66,070 +58,032	+722%	+$5.17M	1.97%	7
2023 Q3	$681K	Sell	8,038 -95,658	-92%	-$8.2M	0.21%	104
2023 Q2	$9.12M	Sell	103,696 -4,148	-4%	-$327K	2.85%	5
2023 Q1	$8.03M	Buy	107,844 +100,150	+1,302%	+$6.89M	2.77%	5
2022 Q4	$488K	Sell	7,694 -2,562	-25%	-$163K	0.18%	103
2022 Q3	$615K	Sell	10,256 -690	-6%	-$47.1K	0.26%	73
2022 Q2	$719K	Buy	10,946 +296	+3%	+$20.6K	0.39%	58
2022 Q1	$846K	Sell	10,650 -99,684	-90%	-$7.83M	0.38%	60
2021 Q4	$9.66M	Buy	110,334 +20,366	+23%	+$1.68M	7.9%	2
2021 Q3	$7.86M	Buy	89,968 +79,660	+773%	+$6.15M	6.84%	2
2021 Q2	$761K	Buy	+10,308	New	+$722K	0.67%	34

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Accurate Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 117% in Q2 2026, buying an estimated $6.61M and bringing the position to 71,698 shares worth $13.3M. The position accounts for 1.27% of the portfolio, ranked #11.

Accurate Wealth Management first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. 921 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Accurate Wealth Management held 71,698 shares of State Street Technology Select Sector SPDR ETF worth $13.3M as of Q2 2026.
Accurate Wealth Management bought 38,707 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $6.61M.
State Street Technology Select Sector SPDR ETF made up 1.27% of Accurate Wealth Management's portfolio in Q2 2026, its #11 holding.
Accurate Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
921 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.