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

Altus Wealth Group’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 		$1.59M Sell
8,330
-1
-0% -$171 0.57% 30
2026
Q1 		$1.11M Sell
8,331
-3,959
-32% -$558K 0.45% 43
2025
Q4 		$1.77M Sell
12,290
-888
-7% -$128K 0.71% 29
2025
Q3 		$1.86M Buy
13,178
+68
+0.5% +$9.01K 0.76% 29
2025
Q2 		$1.66M Buy
13,110
+598
+5% +$66.4K 0.73% 29
2025
Q1 		$1.29M Sell
12,512
-45,598
-78% -$5.17M 0.6% 33
2024
Q4 		$6.76M Sell
58,110
-2,738
-4% -$319K 2.99% 7
2024
Q3 		$6.87M Sell
60,848
-6,966
-10% -$765K 2.94% 8
2024
Q2 		$7.67M Sell
67,814
-18,334
-21% -$1.93M 3.84% 5
2024
Q1 		$8.97M Sell
86,148
-5,528
-6% -$559K 4.5% 3
2023
Q4 		$8.82M Sell
91,676
-390
-0.4% -$34.7K 4.89% 4
2023
Q3 		$7.55M Sell
92,066
-1,852
-2% -$159K 4.79% 3
2023
Q2 		$8.16M Sell
93,918
-2,158
-2% -$170K 5.01% 3
2023
Q1 		$7.25M Sell
96,076
-208
-0.2% -$14.3K 4.89% 3
2022
Q4 		$5.99M Buy
96,284
+93,178
+3,000% +$5.92M 4.55% 3
2022
Q3 		$232K Hold
3,106
– – 0.23% 98
2022
Q2 		$232K Sell
3,106
-772
-20% -$53.8K 0.23% 98
2022
Q1 		$308K Buy
3,878
+672
+21% +$52.8K 0.25% 80
2021
Q4 		$279K Buy
3,206
+100
+3% +$8.23K 0.23% 91
2021
Q3 		$232K Buy
3,106
+200
+7% +$15.4K 0.23% 98
2021
Q2 		$215K Hold
2,906
– – 0.21% 102
2021
Q1 		$199K Buy
2,906
+40
+1% +$2.64K 0.2% 104
2020
Q4 		$186K Buy
+2,866
New +$175K 0.18% 101

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Altus Wealth Group's XLK Position: Q2 2026 in Review

Altus Wealth Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.01% in Q2 2026, selling an estimated $171 and leaving 8,330 shares worth $1.59M. The position accounts for 0.57% of the portfolio, ranked #30.

Altus Wealth Group first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.97M in Q1 2024. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Altus Wealth Group held 8,330 shares of State Street Technology Select Sector SPDR ETF worth $1.59M as of Q2 2026.
  • Altus Wealth Group sold 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
  • State Street Technology Select Sector SPDR ETF made up 0.57% of Altus Wealth Group's portfolio in Q2 2026, its #30 holding.
  • Altus Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $8.97M in Q1 2024.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.