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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$272K Buy
1,429
+32
+2% +$5.47K 0.06% 95
2026
Q1
$186K Buy
+1,397
New +$197K 0.05% 102

Other funds holding XLK

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

Acumen Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.3% in Q2 2026, buying an estimated $5.47K and bringing the position to 1,429 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #95.

Acumen Wealth Advisors first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Acumen Wealth Advisors held 1,429 shares of State Street Technology Select Sector SPDR ETF worth $272K as of Q2 2026.
  • Acumen Wealth Advisors bought 32 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.47K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of Acumen Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Acumen Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.