AWM
XLK icon

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

Alterna 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 		$2.93M Sell
15,390
-4,178
-21% -$714K 1.68% 19
2026
Q1 		$2.6M Sell
19,568
-2,112
-10% -$298K 1.97% 15
2025
Q4 		$3.12M Sell
21,680
-12
-0.1% -$1.73K 2.6% 9
2025
Q3 		$3.06M Sell
21,692
-1,296
-6% -$172K 2.52% 11
2025
Q2 		$2.91M Sell
22,988
-6,990
-23% -$776K 2.33% 11
2025
Q1 		$3.09M Sell
29,978
-7,880
-21% -$893K 2.35% 13
2024
Q4 		$4.4M Sell
37,858
-942
-2% -$110K 3.71% 7
2024
Q3 		$4.38M Buy
38,800
+948
+3% +$104K 3.93% 7
2024
Q2 		$4.28M Buy
37,852
+8,340
+28% +$878K 3.75% 6
2024
Q1 		$3.07M Buy
29,512
+292
+1% +$29.5K 2.49% 9
2023
Q4 		$2.81M Buy
29,220
+508
+2% +$45.2K 3.38% 6
2023
Q3 		$2.35M Sell
28,712
-2,338
-8% -$200K 3.01% 8
2023
Q2 		$2.7M Sell
31,050
-84
-0.3% -$6.62K 3.13% 8
2023
Q1 		$2.35M Sell
31,134
-2,500
-7% -$172K 2.95% 7
2022
Q4 		$2.09M Sell
33,634
-532
-2% -$33.8K 2.35% 16
2022
Q3 		$2.03M Sell
34,166
-9,316
-21% -$636K 2.41% 14
2022
Q2 		$2.76M Buy
43,482
+322
+0.7% +$22.4K 2.81% 7
2022
Q1 		$3.43M Sell
43,160
-4,040
-9% -$317K 2.89% 10
2021
Q4 		$4.1M Buy
+47,200
New +$3.89M 3.41% 7
2020
Q4 		$3.6M Sell
55,324
-14,948
-21% -$910K 4.54% 4
2020
Q3 		$4.1M Buy
70,272
+4,190
+6% +$237K 5.94% 2
2020
Q2 		$3.45M Buy
66,082
+7,200
+12% +$339K 4.12% 5
2020
Q1 		$2.37M Buy
58,882
+4,944
+9% +$226K 3.42% 8
2019
Q4 		$2.47M Buy
53,938
+4,880
+10% +$209K 2.75% 7
2019
Q3 		$1.98M Sell
49,058
-12,860
-21% -$514K 2.34% 10
2019
Q2 		$2.42M Sell
61,918
-6,454
-9% -$246K 2.9% 5
2019
Q1 		$2.53M Buy
+68,372
New +$2.34M 2.14% 13

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Alterna Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 21% in Q2 2026, selling an estimated $714K and leaving 15,390 shares worth $2.93M. The position accounts for 1.68% of the portfolio, ranked #19.

Alterna Wealth Management first reported a position in XLK in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.4M in Q4 2024. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Alterna Wealth Management held 15,390 shares of State Street Technology Select Sector SPDR ETF worth $2.93M as of Q2 2026.
  • Alterna Wealth Management sold 4,178 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $714K.
  • State Street Technology Select Sector SPDR ETF made up 1.68% of Alterna Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Alterna Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 27 quarters since.
  • Alterna Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.4M in Q4 2024.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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