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

Adams 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	$9.58M	Sell	50,306 -9,596	-16%	-$1.64M	1.84%	12
2026 Q1	$7.96M	Buy	59,902 +698	+1%	+$98.4K	1.75%	15
2025 Q4	$8.52M	Buy	59,204 +742	+1%	+$107K	1.82%	12
2025 Q3	$8.24M	Buy	58,462 +11,254	+24%	+$1.49M	1.77%	11
2025 Q2	$5.98M	Sell	47,208 -1,384	-3%	-$154K	1.14%	26
2025 Q1	$5.02M	Buy	+48,592	New	+$5.51M	0.98%	28
2020 Q4	–	Sell	-600	Closed	-$35K	–	346
2020 Q3	$35K	Buy	+600	New	+$33.9K	0.03%	121
2020 Q1	–	Sell	-22,362	Closed	-$1.02M	–	101
2019 Q4	$1.02M	Buy	+22,362	New	+$957K	0.86%	34

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

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

Adams Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, selling an estimated $1.64M and leaving 50,306 shares worth $9.58M. The position accounts for 1.84% of the portfolio, ranked #12.

Adams Wealth Management first reported a position in XLK in Q4 2019 and has held it in 8 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Adams Wealth Management held 50,306 shares of State Street Technology Select Sector SPDR ETF worth $9.58M as of Q2 2026.
Adams Wealth Management sold 9,596 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.64M.
State Street Technology Select Sector SPDR ETF made up 1.84% of Adams Wealth Management's portfolio in Q2 2026, its #12 holding.
Adams Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 8 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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