AWA
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Amplius Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Amplius Wealth Advisors’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 		$1.22M Sell
6,398
-262
-4% -$44.8K 0.09% 72
2026
Q1 		$885K Hold
6,660
– – 0.07% 78
2025
Q4 		$959K Hold
6,660
– – 0.08% 70
2025
Q3 		$939K Sell
6,660
-1,436
-18% -$190K 0.08% 72
2025
Q2 		$1.03M Hold
8,096
– – 0.1% 81
2025
Q1 		$836K Sell
8,096
-350
-4% -$39.7K 0.09% 80
2024
Q4 		$982K Sell
8,446
-206
-2% -$24K 0.1% 73
2024
Q3 		$977K Sell
8,652
-90
-1% -$9.88K 0.11% 73
2024
Q2 		$989K Buy
8,742
+292
+3% +$30.7K 0.11% 72
2024
Q1 		$880K Sell
8,450
-338
-4% -$34.2K 0.1% 75
2023
Q4 		$846K Buy
8,788
+222
+3% +$19.8K 0.1% 71
2023
Q3 		$702K Sell
8,566
-124
-1% -$10.6K 0.09% 81
2023
Q2 		$755K Sell
8,690
-28
-0.3% -$2.21K 0.1% 76
2023
Q1 		$658K Buy
8,718
+1,150
+15% +$79.1K 0.09% 80
2022
Q4 		$471K Buy
7,568
+2,232
+42% +$142K 0.08% 93
2022
Q3 		$317K Buy
5,336
+202
+4% +$13.8K 0.06% 115
2022
Q2 		$326K Buy
5,134
+1,990
+63% +$139K 0.05% 127
2022
Q1 		$249K Sell
3,144
-1,762
-36% -$138K 0.04% 153
2021
Q4 		$426K Buy
+4,906
New +$404K 0.06% 125

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

Amplius Wealth Advisors's XLK Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.9% in Q2 2026, selling an estimated $44.8K and leaving 6,398 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #72.

Amplius Wealth Advisors first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Amplius Wealth Advisors held 6,398 shares of State Street Technology Select Sector SPDR ETF worth $1.22M as of Q2 2026.
  • Amplius Wealth Advisors sold 262 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $44.8K.
  • State Street Technology Select Sector SPDR ETF made up 0.09% of Amplius Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Amplius Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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