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

Axxcess 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	$29M	Sell	152,086 -2,623	-2%	-$448K	0.46%	47
2026 Q1	$20.6M	Sell	154,709 -8,958	-5%	-$1.26M	0.66%	36
2025 Q4	$23.6M	Buy	163,667 +100,411	+159%	+$14.5M	0.41%	49
2025 Q3	$8.91M	Sell	63,256 -5,468	-8%	-$724K	0.19%	101
2025 Q2	$8.7M	Sell	68,724 -6,334	-8%	-$703K	0.2%	97
2025 Q1	$7.75M	Sell	75,058 -32,448	-30%	-$3.68M	0.21%	90
2024 Q4	$12.5M	Sell	107,506 -3,956	-4%	-$460K	0.3%	64
2024 Q3	$12.6M	Sell	111,462 -1,588	-1%	-$174K	0.31%	64
2024 Q2	$12.8M	Buy	113,050 +35,122	+45%	+$3.7M	0.34%	57
2024 Q1	$8.12M	Sell	77,928 -1,996	-2%	-$202K	0.22%	83
2023 Q4	$7.69M	Sell	79,924 -4,162	-5%	-$371K	0.22%	90
2023 Q3	$6.89M	Buy	84,086 +39,542	+89%	+$3.39M	0.23%	86
2023 Q2	$3.87M	Buy	44,544 +8,982	+25%	+$708K	0.28%	80
2023 Q1	$2.69M	Buy	35,562 +15,120	+74%	+$1.04M	0.2%	103
2022 Q4	$1.27M	Sell	20,442 -8,626	-30%	-$548K	0.1%	186
2022 Q3	$1.73M	Buy	29,068 +5,312	+22%	+$363K	0.16%	125
2022 Q2	$1.51M	Sell	23,756 -5,644	-19%	-$393K	0.14%	141
2022 Q1	$2.34M	Sell	29,400 -9,376	-24%	-$736K	0.18%	110
2021 Q4	$3.37M	Buy	+38,776	New	+$3.19M	0.25%	81

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

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

Axxcess Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q2 2026, selling an estimated $448K and leaving 152,086 shares worth $29M. The position accounts for 0.46% of the portfolio, ranked #47.

Axxcess Wealth Management first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Axxcess Wealth Management held 152,086 shares of State Street Technology Select Sector SPDR ETF worth $29M as of Q2 2026.
Axxcess Wealth Management sold 2,623 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $448K.
State Street Technology Select Sector SPDR ETF made up 0.46% of Axxcess Wealth Management's portfolio in Q2 2026, its #47 holding.
Axxcess Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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