Atlantic Edge Private Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Atlantic Edge Private 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	$496K	Hold	2,606	–	–	0.1%	105
2026 Q1	$346K	Hold	2,606	–	–	0.09%	109
2025 Q4	$375K	Sell	2,606 -1,100	-30%	-$159K	0.09%	103
2025 Q3	$522K	Hold	3,706	–	–	0.13%	91
2025 Q2	$469K	Hold	3,706	–	–	0.13%	92
2025 Q1	$383K	Hold	3,706	–	–	0.12%	98
2024 Q4	$431K	Hold	3,706	–	–	0.13%	92
2024 Q3	$418K	Buy	3,706 +506	+16%	+$55.5K	0.13%	98
2024 Q2	$362K	Sell	3,200 -300	-9%	-$31.6K	0.12%	98
2024 Q1	$364K	Sell	3,500 -720	-17%	-$72.8K	0.13%	100
2023 Q4	$406K	Buy	+4,220	New	+$376K	0.17%	95

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atlantic Edge Private Wealth Management's XLK Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,606 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #105.

Atlantic Edge Private Wealth Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $522K in Q3 2025. 1,177 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,606 shares of State Street Technology Select Sector SPDR ETF worth $496K as of Q2 2026.
Atlantic Edge Private 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 0.1% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #105 holding.
Atlantic Edge Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $522K in Q3 2025.
1,177 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.