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Clarity Retirement & Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Clarity Retirement & 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 		$527K Sell
2,764
-774
-22% -$132K 0.36% 24
2026
Q1 		$470K Buy
3,538
+1,213
+52% +$171K 0.38% 23
2025
Q4 		$335K Buy
+2,325
New +$336K 0.29% 23

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clarity Retirement & Wealth's XLK Position: Q2 2026 in Review

Clarity Retirement & Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 22% in Q2 2026, selling an estimated $132K and leaving 2,764 shares worth $527K. The position accounts for 0.36% of the portfolio, ranked #24.

Clarity Retirement & Wealth first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Clarity Retirement & Wealth held 2,764 shares of State Street Technology Select Sector SPDR ETF worth $527K as of Q2 2026.
  • Clarity Retirement & Wealth sold 774 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $132K.
  • State Street Technology Select Sector SPDR ETF made up 0.36% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #24 holding.
  • Clarity Retirement & Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.