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

Activest 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	$1.39M	Buy	7,311 +1,146	+19%	+$196K	0.27%	34
2026 Q1	$819K	Buy	6,165 +1,429	+30%	+$201K	0.14%	60
2025 Q4	$682K	Buy	4,736 +1,066	+29%	+$154K	0.13%	74
2025 Q3	$517K	Buy	3,670 +138	+4%	+$18.3K	0.1%	80
2025 Q2	$447K	Sell	3,532 -9,854	-74%	-$1.09M	0.11%	70
2025 Q1	$1.38M	Buy	13,386 +9,520	+246%	+$1.08M	0.37%	36
2024 Q4	$449K	Buy	3,866 +2,534	+190%	+$295K	0.13%	66
2024 Q3	$150K	Sell	1,332 -2	-0.1%	-$220	0.05%	94
2024 Q2	$151K	Sell	1,334 -822	-38%	-$86.5K	0.05%	100
2024 Q1	$224K	Buy	2,156 +322	+18%	+$32.6K	0.11%	56
2023 Q4	$177K	Buy	1,834 +298	+19%	+$26.5K	0.1%	50
2023 Q3	$126K	Buy	+1,536	New	+$132K	0.08%	53
2023 Q2	–	Sell	-172	Closed	-$12.8K	–	429
2023 Q1	$12.8K	Sell	172 -14,136	-99%	-$973K	0.01%	149
2022 Q4	$929K	Buy	14,308 +694	+5%	+$44.1K	0.27%	35
2022 Q3	$905K	Buy	13,614 +7,424	+120%	+$507K	0.29%	31
2022 Q2	$393K	Buy	6,190 +2	+0%	+$139	0.28%	33
2022 Q1	$492K	Sell	6,188 -2,332	-27%	-$183K	0.32%	33
2021 Q4	$741K	Buy	8,520 +1,644	+24%	+$135K	0.46%	28
2021 Q3	$513K	Buy	6,876 +3,806	+124%	+$294K	0.34%	35
2021 Q2	$227K	Sell	3,070 -3,632	-54%	-$254K	0.17%	44
2021 Q1	$447K	Buy	+6,702	New	+$442K	0.37%	29

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Activest Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q2 2026, buying an estimated $196K and bringing the position to 7,311 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #34.

Activest Wealth Management first reported a position in XLK in Q1 2021 and has held it in 21 quarters since. 1,076 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Activest Wealth Management held 7,311 shares of State Street Technology Select Sector SPDR ETF worth $1.39M as of Q2 2026.
Activest Wealth Management bought 1,146 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $196K.
State Street Technology Select Sector SPDR ETF made up 0.27% of Activest Wealth Management's portfolio in Q2 2026, its #34 holding.
Activest Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
1,076 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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