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

Dodds Wealth’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	$6.98M	Buy	36,621 +126	+0.3%	+$21.5K	1.57%	11
2026 Q1	$4.85M	Sell	36,495 -1,021	-3%	-$144K	1.19%	13
2025 Q4	$5.4M	Sell	37,516 -6,754	-15%	-$975K	1.32%	13
2025 Q3	$6.24M	Sell	44,270 -720	-2%	-$95.4K	1.55%	10
2025 Q2	$5.7M	Sell	44,990 -54	-0.1%	-$5.99K	1.53%	10
2025 Q1	$4.65M	Sell	45,044 -1,554	-3%	-$176K	1.52%	13
2024 Q4	$5.62M	Buy	46,598 +4,556	+11%	+$530K	1.81%	13
2024 Q3	$4.84M	Buy	42,042 +4,992	+13%	+$548K	1.61%	14
2024 Q2	$4.34M	Sell	37,050 -394	-1%	-$41.5K	1.69%	12
2024 Q1	$3.9M	Buy	37,444 +1,394	+4%	+$141K	1.59%	12
2023 Q4	$3.47M	Buy	+36,050	New	+$3.21M	1.78%	12

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

Dodds Wealth's XLK Position: Q2 2026 in Review

Dodds Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.35% in Q2 2026, buying an estimated $21.5K and bringing the position to 36,621 shares worth $6.98M. The position accounts for 1.57% of the portfolio, ranked #11.

Dodds Wealth first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Dodds Wealth held 36,621 shares of State Street Technology Select Sector SPDR ETF worth $6.98M as of Q2 2026.
Dodds Wealth bought 126 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $21.5K.
State Street Technology Select Sector SPDR ETF made up 1.57% of Dodds Wealth's portfolio in Q2 2026, its #11 holding.
Dodds Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.