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

Dopkins 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	$1.5M	Hold	7,855	–	–	0.54%	35
2026 Q1	$1.04M	Hold	7,855	–	–	0.42%	41
2025 Q4	$1.13M	Buy	7,855 +1	+0%	+$144	0.46%	38
2025 Q3	$1.11M	Hold	7,854	–	–	0.47%	37
2025 Q2	$995K	Sell	7,854 -1,950	-20%	-$216K	0.45%	38
2025 Q1	$1.01M	Buy	9,804 +54	+0.6%	+$6.12K	0.51%	36
2024 Q4	$1.13M	Buy	9,750 +1,950	+25%	+$227K	0.58%	34
2024 Q3	$880K	Hold	7,800	–	–	0.71%	18
2024 Q2	$882K	Hold	7,800	–	–	0.54%	27
2024 Q1	$812K	Buy	+7,800	New	+$789K	0.49%	27

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

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

Dopkins Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 7,855 shares worth $1.5M. The position accounts for 0.54% of the portfolio, ranked #35.

Dopkins Wealth Management first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Dopkins Wealth Management held 7,855 shares of State Street Technology Select Sector SPDR ETF worth $1.5M as of Q2 2026.
Dopkins Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.54% of Dopkins Wealth Management's portfolio in Q2 2026, its #35 holding.
Dopkins Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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