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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$304K Sell
1,596
-1,960
-55% -$335K 0.01% 386
2026
Q1
$473K Sell
3,556
-500
-12% -$70.5K 0.03% 239
2025
Q4
$584K Buy
4,056
+500
+14% +$72.2K 0.03% 184
2025
Q3
$501K Hold
3,556
0.03% 183
2025
Q2
$450K Buy
3,556
+3,064
+623% +$340K 0.03% 195
2025
Q1
$50.8K Hold
492
﹤0.01% 330
2024
Q4
$57.2K Sell
492
-10
-2% -$1.16K ﹤0.01% 336
2024
Q3
$56.7K Hold
502
﹤0.01% 296
2024
Q2
$56.8K Sell
502
-82
-14% -$8.63K 0.01% 259
2024
Q1
$60.8K Buy
584
+292
+100% +$29.5K 0.01% 249
2023
Q4
$28.1K Buy
292
+82
+39% +$7.3K ﹤0.01% 235
2023
Q3
$17.2K Hold
210
﹤0.01% 215
2023
Q2
$18.3K Hold
210
﹤0.01% 210
2023
Q1
$15.9K Hold
210
﹤0.01% 199
2022
Q4
$13.1K Buy
+210
New +$13.3K ﹤0.01% 203

Other funds holding XLK

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

Angeles Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 55% in Q2 2026, selling an estimated $335K and leaving 1,596 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #386.

Angeles Wealth Management first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $584K in Q4 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Angeles Wealth Management held 1,596 shares of State Street Technology Select Sector SPDR ETF worth $304K as of Q2 2026.
  • Angeles Wealth Management sold 1,960 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $335K.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #386 holding.
  • Angeles Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Angeles Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $584K in Q4 2025.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.