Core Wealth Advisors (Indiana)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Core Wealth Advisors (Indiana)’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	$241K	Sell	1,263 -532	-30%	-$90.9K	0.18%	34
2026 Q1	$239K	Sell	1,795 -2,082	-54%	-$293K	0.18%	31
2025 Q4	$558K	Buy	+3,877	New	+$560K	0.44%	24

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

Core Wealth Advisors (Indiana)'s XLK Position: Q2 2026 in Review

Core Wealth Advisors (Indiana) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 30% in Q2 2026, selling an estimated $90.9K and leaving 1,263 shares worth $241K. The position accounts for 0.18% of the portfolio, ranked #34.

Core Wealth Advisors (Indiana) first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $558K in Q4 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Core Wealth Advisors (Indiana) held 1,263 shares of State Street Technology Select Sector SPDR ETF worth $241K as of Q2 2026.
Core Wealth Advisors (Indiana) sold 532 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $90.9K.
State Street Technology Select Sector SPDR ETF made up 0.18% of Core Wealth Advisors (Indiana)'s portfolio in Q2 2026, its #34 holding.
Core Wealth Advisors (Indiana) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Core Wealth Advisors (Indiana)'s State Street Technology Select Sector SPDR ETF position peaked at $558K in Q4 2025.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q2 2026, filed 4 Aug 2026.