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

Chicago 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	$693K	Sell	3,636 -5	-0.1%	-$854	0.25%	40
2026 Q1	$484K	Sell	3,641 -71,075	-95%	-$10M	0.19%	47
2025 Q4	$10.8M	Buy	74,716 +1,640	+2%	+$237K	4.32%	13
2025 Q3	$10.3M	Buy	+73,076	New	+$9.68M	4.49%	12
2025 Q2	–	Sell	-19,730	Closed	-$2.04M	–	54
2025 Q1	$2.04M	Buy	19,730 +3,968	+25%	+$450K	1.07%	22
2024 Q4	$1.83M	Buy	15,762 +5,234	+50%	+$609K	0.95%	21
2024 Q3	$1.19M	Buy	10,528 +1,724	+20%	+$189K	0.63%	24
2024 Q2	$996K	Buy	+8,804	New	+$927K	0.57%	29

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

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

Chicago Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.14% in Q2 2026, selling an estimated $854 and leaving 3,636 shares worth $693K. The position accounts for 0.25% of the portfolio, ranked #40.

Chicago Wealth Management first reported a position in XLK in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.8M in Q4 2025. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Chicago Wealth Management held 3,636 shares of State Street Technology Select Sector SPDR ETF worth $693K as of Q2 2026.
Chicago Wealth Management sold 5 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $854.
State Street Technology Select Sector SPDR ETF made up 0.25% of Chicago Wealth Management's portfolio in Q2 2026, its #40 holding.
Chicago Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Chicago Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $10.8M in Q4 2025.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.