Discipline Wealth Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Discipline Wealth Solutions’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	$284K	Buy	+1,493	New	+$255K	0.02%	167
2026 Q1	–	Sell	-1,493	Closed	-$215K	–	199
2025 Q4	$215K	Buy	+1,493	New	+$216K	0.04%	162

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

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

Discipline Wealth Solutions's XLK Position: Q2 2026 in Review

Discipline Wealth Solutions opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,493 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings. This is a return to the name: Discipline Wealth Solutions previously reported a position in XLK as recently as Q4 2025.

Discipline Wealth Solutions first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Discipline Wealth Solutions held 1,493 shares of State Street Technology Select Sector SPDR ETF worth $284K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Discipline Wealth Solutions position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #167 holding.
Discipline Wealth Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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