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

Atticus 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	$5.01M	Sell	26,292 -632	-2%	-$108K	1.19%	12
2026 Q1	$3.58M	Sell	26,924 -2,004	-7%	-$282K	0.97%	17
2025 Q4	$4.16M	Sell	28,928 -400	-1%	-$57.8K	1.03%	17
2025 Q3	$4.13M	Sell	29,328 -1,084	-4%	-$144K	1.04%	16
2025 Q2	$3.85M	Sell	30,412 -420	-1%	-$46.6K	1.04%	16
2025 Q1	$3.18M	Sell	30,832 -1,924	-6%	-$218K	1.04%	19
2024 Q4	$3.81M	Sell	32,756 -576	-2%	-$67K	1.18%	16
2024 Q3	$3.76M	Sell	33,332 -1,146	-3%	-$126K	1.21%	15
2024 Q2	$3.9M	Sell	34,478 -2,728	-7%	-$287K	1.27%	14
2024 Q1	$3.87M	Sell	37,206 -12,100	-25%	-$1.22M	1.27%	14
2023 Q4	$4.75M	Sell	49,306 -4,586	-9%	-$408K	1.67%	12
2023 Q3	$4.42M	Buy	53,892 +7,518	+16%	+$645K	1.69%	12
2023 Q2	$4.03M	Sell	46,374 -2,750	-6%	-$217K	1.49%	12
2023 Q1	$3.71M	Sell	49,124 -54,128	-52%	-$3.72M	1.42%	13
2022 Q4	$6.42M	Buy	103,252 +12,392	+14%	+$787K	2.64%	7
2022 Q3	$5.78M	Hold	90,860	–	–	2.79%	7
2022 Q2	$5.78M	Buy	90,860 +5,562	+7%	+$387K	2.4%	9
2022 Q1	$6.78M	Buy	85,298 +2,452	+3%	+$192K	2.47%	8
2021 Q4	$7.2M	Buy	82,846 +2,242	+3%	+$185K	2.81%	7
2021 Q3	$6.02M	Sell	80,604 -3,906	-5%	-$301K	2.64%	6
2021 Q2	$6.24M	Sell	84,510 -784	-0.9%	-$54.9K	2.72%	10
2021 Q1	$5.66M	Sell	85,294 -44,462	-34%	-$2.93M	2.7%	10
2020 Q4	$8.44M	Buy	129,756 +4,668	+4%	+$284K	4.25%	2
2020 Q3	$7.3M	Buy	125,088 +13,156	+12%	+$743K	4.35%	2
2020 Q2	$5.85M	Buy	111,932 +12,376	+12%	+$582K	3.86%	4
2020 Q1	$4M	Sell	99,556 -3,770	-4%	-$172K	3.23%	7
2019 Q4	$4.74M	Buy	+103,326	New	+$4.42M	3.02%	8

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

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

Atticus Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.3% in Q2 2026, selling an estimated $108K and leaving 26,292 shares worth $5.01M. The position accounts for 1.19% of the portfolio, ranked #12.

Atticus Wealth Management first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.44M in Q4 2020. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Atticus Wealth Management held 26,292 shares of State Street Technology Select Sector SPDR ETF worth $5.01M as of Q2 2026.
Atticus Wealth Management sold 632 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $108K.
State Street Technology Select Sector SPDR ETF made up 1.19% of Atticus Wealth Management's portfolio in Q2 2026, its #12 holding.
Atticus Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Atticus Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $8.44M in Q4 2020.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.