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

Alpha Wealth Funds’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	$1.04M	Sell	5,434 -1,349	-20%	-$230K	0.56%	15
2026 Q1	$901K	Sell	6,783 -253	-4%	-$35.7K	0.6%	11
2025 Q4	$1.01M	Sell	7,036 -144	-2%	-$20.8K	0.63%	14
2025 Q3	$1.01M	Sell	7,180 -736	-9%	-$97.5K	0.74%	14
2025 Q2	$1M	Sell	7,916 -1,010	-11%	-$112K	0.84%	15
2025 Q1	$922K	Sell	8,926 -938	-10%	-$106K	0.93%	17
2024 Q4	$1.15M	Buy	+9,864	New	+$1.15M	1.1%	18

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

Alpha Wealth Funds's XLK Position: Q2 2026 in Review

Alpha Wealth Funds reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, selling an estimated $230K and leaving 5,434 shares worth $1.04M. The position accounts for 0.56% of the portfolio, ranked #15.

Alpha Wealth Funds first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2024. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Alpha Wealth Funds held 5,434 shares of State Street Technology Select Sector SPDR ETF worth $1.04M as of Q2 2026.
Alpha Wealth Funds sold 1,349 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $230K.
State Street Technology Select Sector SPDR ETF made up 0.56% of Alpha Wealth Funds's portfolio in Q2 2026, its #15 holding.
Alpha Wealth Funds first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Alpha Wealth Funds's State Street Technology Select Sector SPDR ETF position peaked at $1.15M in Q4 2024.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.