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

Destination 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	$1M	Buy	5,265 +172	+3%	+$29.4K	0.02%	161
2026 Q1	$677K	Buy	5,093 +2,337	+85%	+$329K	0.02%	181
2025 Q4	$397K	Buy	2,756 +1,382	+101%	+$200K	0.01%	221
2025 Q3	$194K	Buy	+1,374	New	+$182K	0.01%	261
2025 Q1	–	Sell	-2,178	Closed	-$253K	–	265
2024 Q4	$253K	Buy	+2,178	New	+$253K	0.01%	214
2019 Q3	–	Sell	-2,294	Closed	-$90K	–	516
2019 Q2	$90K	Sell	2,294 -1,318	-36%	-$50.2K	0.01%	197
2019 Q1	$134K	Buy	3,612 +1,052	+41%	+$36K	0.01%	163
2018 Q4	$79K	Sell	2,560 -454	-15%	-$15.4K	﹤0.01%	206
2018 Q3	$114K	Buy	3,014 +354	+13%	+$13K	0.01%	193
2018 Q2	$92K	Buy	2,660 +2,110	+384%	+$72.4K	0.01%	191
2018 Q1	$23K	Buy	+550	New	+$18.5K	﹤0.01%	325

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 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Destination Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.4% in Q2 2026, buying an estimated $29.4K and bringing the position to 5,265 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #161.

Destination Wealth Management first reported a position in XLK in Q1 2018 and has held it in 11 quarters since. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Destination Wealth Management held 5,265 shares of State Street Technology Select Sector SPDR ETF worth $1M as of Q2 2026.
Destination Wealth Management bought 172 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $29.4K.
State Street Technology Select Sector SPDR ETF made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #161 holding.
Destination Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 11 quarters since.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.