Caliber Wealth Management (Kansas)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Caliber Wealth Management (Kansas)’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	$15M	Sell	78,689 -1,959	-2%	-$335K	1.45%	15
2026 Q1	$10.7M	Sell	80,648 -1,583	-2%	-$223K	1.17%	17
2025 Q4	$11.8M	Sell	82,231 -5,529	-6%	-$798K	1.27%	15
2025 Q3	$12.4M	Sell	87,760 -5,086	-5%	-$674K	1.38%	15
2025 Q2	$11.8M	Sell	92,846 -2,860	-3%	-$317K	1.26%	17
2025 Q1	$9.88M	Buy	+95,706	New	+$10.9M	1.35%	17

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s XLK Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.4% in Q2 2026, selling an estimated $335K and leaving 78,689 shares worth $15M. The position accounts for 1.45% of the portfolio, ranked #15.

Caliber Wealth Management (Kansas) first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 2,665 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Caliber Wealth Management (Kansas) held 78,689 shares of State Street Technology Select Sector SPDR ETF worth $15M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 1,959 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $335K.
State Street Technology Select Sector SPDR ETF made up 1.45% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #15 holding.
Caliber Wealth Management (Kansas) first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
2,665 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.