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

Arista 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	$1.11M	Hold	5,814	–	–	0.12%	97
2026 Q1	$773K	Hold	5,814	–	–	0.09%	121
2025 Q4	$837K	Sell	5,814 -54	-0.9%	-$7.8K	0.1%	104
2025 Q3	$827K	Hold	5,868	–	–	0.1%	109
2025 Q2	$743K	Hold	5,868	–	–	0.1%	112
2025 Q1	$606K	Hold	5,868	–	–	0.15%	34
2024 Q4	$682K	Hold	5,868	–	–	0.16%	33
2024 Q3	$662K	Hold	5,868	–	–	0.16%	33
2024 Q2	$664K	Buy	+5,868	New	+$618K	0.17%	31
2024 Q1	–	Sell	-5,868	Closed	-$565K	–	58
2023 Q4	$565K	Hold	5,868	–	–	0.21%	27
2023 Q3	$481K	Sell	5,868 -58	-1%	-$4.97K	0.19%	31
2023 Q2	$515K	Sell	5,926 -716	-11%	-$56.4K	0.21%	32
2023 Q1	$502K	Hold	6,642	–	–	0.27%	33
2022 Q4	$413K	Buy	+6,642	New	+$422K	0.26%	38

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

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

Arista Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 5,814 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #97.

Arista Wealth Management first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Arista Wealth Management held 5,814 shares of State Street Technology Select Sector SPDR ETF worth $1.11M as of Q2 2026.
Arista Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.12% of Arista Wealth Management's portfolio in Q2 2026, its #97 holding.
Arista Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.