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

Channel Wealth’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	$6.52M	Sell	34,236 -14,647	-30%	-$2.5M	1.46%	15
2026 Q1	$6.5M	Buy	48,883 +1,687	+4%	+$238K	1.57%	15
2025 Q4	$6.79M	Buy	47,196 +11,414	+32%	+$1.65M	1.72%	16
2025 Q3	$5.04M	Sell	35,782 -2,156	-6%	-$286K	1.35%	24
2025 Q2	$4.8M	Buy	37,938 +6,320	+20%	+$701K	1.36%	23
2025 Q1	$3.26M	Buy	31,618 +8,980	+40%	+$1.02M	1.01%	33
2024 Q4	$2.63M	Buy	22,638 +2,772	+14%	+$322K	0.86%	37
2024 Q3	$2.24M	Sell	19,866 -4,610	-19%	-$506K	0.74%	44
2024 Q2	$2.77M	Buy	24,476 +16,140	+194%	+$1.7M	1%	30
2024 Q1	$868K	Sell	8,336 -512	-6%	-$51.8K	0.35%	63
2023 Q4	$852K	Sell	8,848 -1,894	-18%	-$169K	0.4%	61
2023 Q3	$880K	Sell	10,742 -2,582	-19%	-$221K	0.49%	65
2023 Q2	$1.16M	Sell	13,324 -1,510	-10%	-$119K	0.67%	47
2023 Q1	$1.12M	Buy	+14,834	New	+$1.02M	0.72%	39

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

Channel Wealth's XLK Position: Q2 2026 in Review

Channel Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 30% in Q2 2026, selling an estimated $2.5M and leaving 34,236 shares worth $6.52M. The position accounts for 1.46% of the portfolio, ranked #15.

Channel Wealth first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.79M in Q4 2025. 2,645 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Channel Wealth held 34,236 shares of State Street Technology Select Sector SPDR ETF worth $6.52M as of Q2 2026.
Channel Wealth sold 14,647 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $2.5M.
State Street Technology Select Sector SPDR ETF made up 1.46% of Channel Wealth's portfolio in Q2 2026, its #15 holding.
Channel Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Channel Wealth's State Street Technology Select Sector SPDR ETF position peaked at $6.79M in Q4 2025.
2,645 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.