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

Diversify 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	$11.6M	Sell	66,339 -2,808	-4%	-$480K	0.19%	106
2026 Q1	$11M	Buy	69,147 +21,711	+46%	+$3.06M	0.2%	105
2025 Q4	$6.95M	Buy	47,436 +322	+0.7%	+$46.5K	0.32%	79
2025 Q3	$7.11M	Buy	47,114 +1,068	+2%	+$141K	0.41%	63
2025 Q2	$6.17M	Buy	46,046 +2,318	+5%	+$257K	0.38%	65
2025 Q1	$4.57M	Sell	43,728 -2,328	-5%	-$264K	0.34%	74
2024 Q4	$5.27M	Buy	46,056 +24,742	+116%	+$2.88M	0.41%	59
2024 Q3	$2.43M	Buy	+21,314	New	+$2.34M	0.23%	111

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

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

Diversify Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.1% in Q2 2026, selling an estimated $480K and leaving 66,339 shares worth $11.6M. The position accounts for 0.19% of the portfolio, ranked #106.

Diversify Wealth Management first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Diversify Wealth Management held 66,339 shares of State Street Technology Select Sector SPDR ETF worth $11.6M as of Q2 2026.
Diversify Wealth Management sold 2,808 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $480K.
State Street Technology Select Sector SPDR ETF made up 0.19% of Diversify Wealth Management's portfolio in Q2 2026, its #106 holding.
Diversify Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.