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

Darwin 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	$14.7M	Sell	77,222 -309	-0.4%	-$52.8K	4.03%	1
2026 Q1	$10.3M	Sell	77,531 -4,350	-5%	-$613K	3.21%	5
2025 Q4	$11.8M	Sell	81,881 -2,359	-3%	-$341K	3.66%	5
2025 Q3	$11.9M	Buy	84,240 +4,276	+5%	+$566K	3.77%	4
2025 Q2	$10.1M	Buy	79,964 +6,008	+8%	+$667K	3.5%	5
2025 Q1	$8.6M	Hold	73,956	–	–	2.89%	7
2024 Q4	$8.6M	Buy	73,956 +4,518	+7%	+$526K	2.89%	7
2024 Q3	$7.84M	Sell	69,438 -3,902	-5%	-$428K	2.15%	11
2024 Q2	$8.3M	Sell	73,340 -43,948	-37%	-$4.63M	4.12%	6
2024 Q1	$12.2M	Buy	117,288 +594	+0.5%	+$60.1K	3.4%	4
2023 Q4	$11.2M	Sell	116,694 -18,254	-14%	-$1.63M	3.01%	8
2023 Q3	$11.1M	Sell	134,948 -4,734	-3%	-$406K	2.98%	7
2023 Q2	$12M	Sell	139,682 -6,616	-5%	-$521K	3.09%	9
2023 Q1	$10.9M	Sell	146,298 -34,050	-19%	-$2.34M	2.96%	9
2022 Q4	$11.8M	Sell	180,348 -64,510	-26%	-$4.1M	3.05%	8
2022 Q3	$14.7M	Sell	244,858 -44,452	-15%	-$3.03M	3.68%	8
2022 Q2	$20.7M	Sell	289,310 -154,980	-35%	-$10.8M	4.18%	4
2022 Q1	$35.3M	Buy	444,290 +1,410	+0.3%	+$111K	5.8%	2
2021 Q4	$34.9M	Buy	442,880 +30,072	+7%	+$2.48M	5.5%	3
2021 Q3	$30.8M	Buy	412,808 +23,434	+6%	+$1.81M	4.93%	4
2021 Q2	$28.7M	Buy	389,374 +84,848	+28%	+$5.94M	4.68%	3
2021 Q1	$20.2M	Buy	304,526 +105,376	+53%	+$6.96M	3.53%	6
2020 Q4	$12.9M	Buy	199,150 +54,860	+38%	+$3.34M	2.43%	7
2020 Q3	$8.42M	Buy	144,290 +134,462	+1,368%	+$7.6M	1.82%	12
2020 Q2	$513K	Buy	9,828 +5,512	+128%	+$259K	0.13%	100
2020 Q1	$173K	Buy	+4,316	New	+$197K	0.06%	143

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

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

Darwin Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.4% in Q2 2026, selling an estimated $52.8K and leaving 77,222 shares worth $14.7M. The position accounts for 4.03% of the portfolio, ranked #1.

Darwin Wealth Management first reported a position in XLK in Q1 2020 and has held it in 26 quarters since. The position peaked at $35.3M in Q1 2022. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Darwin Wealth Management held 77,222 shares of State Street Technology Select Sector SPDR ETF worth $14.7M as of Q2 2026.
Darwin Wealth Management sold 309 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $52.8K.
State Street Technology Select Sector SPDR ETF made up 4.03% of Darwin Wealth Management's portfolio in Q2 2026, its #1 holding.
Darwin Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Darwin Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $35.3M in Q1 2022.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.