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

Dynamic Wealth Strategies’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	$1.52M	Sell	7,990 -700	-8%	-$120K	0.81%	29
2026 Q1	$1.15M	Buy	8,690 +8,400	+2,897%	+$1.18M	0.67%	30
2025 Q4	$41.8K	Hold	290	–	–	0.02%	148
2025 Q3	$40.9K	Sell	290 -5,012	-95%	-$664K	0.03%	138
2025 Q2	$671K	Buy	5,302 +5,070	+2,185%	+$563K	0.48%	32
2025 Q1	$24K	Buy	+232	New	+$26.3K	0.02%	168
2024 Q4	–	Sell	-232	Closed	-$26K	–	227
2024 Q3	$26K	Hold	232	–	–	0.02%	168
2024 Q2	$26K	Hold	232	–	–	0.02%	148
2024 Q1	$24K	Hold	232	–	–	0.02%	155
2023 Q4	$22.3K	Buy	+232	New	+$20.7K	0.02%	157

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

Dynamic Wealth Strategies's XLK Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.1% in Q2 2026, selling an estimated $120K and leaving 7,990 shares worth $1.52M. The position accounts for 0.81% of the portfolio, ranked #29.

Dynamic Wealth Strategies first reported a position in XLK in Q4 2023 and has held it in 10 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Dynamic Wealth Strategies held 7,990 shares of State Street Technology Select Sector SPDR ETF worth $1.52M as of Q2 2026.
Dynamic Wealth Strategies sold 700 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $120K.
State Street Technology Select Sector SPDR ETF made up 0.81% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #29 holding.
Dynamic Wealth Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.