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

Alchemi Wealth’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	$410K	Sell	2,152 -14	-0.6%	-$2.39K	0.19%	107
2026 Q1	$288K	Hold	2,166	–	–	0.16%	130
2025 Q4	$312K	Buy	+2,166	New	+$313K	0.17%	119

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

Alchemi Wealth's XLK Position: Q2 2026 in Review

Alchemi Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.65% in Q2 2026, selling an estimated $2.39K and leaving 2,152 shares worth $410K. The position accounts for 0.19% of the portfolio, ranked #107.

Alchemi Wealth first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Alchemi Wealth held 2,152 shares of State Street Technology Select Sector SPDR ETF worth $410K as of Q2 2026.
Alchemi Wealth sold 14 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.39K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Alchemi Wealth's portfolio in Q2 2026, its #107 holding.
Alchemi Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.