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

Dynasty 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	$481K	Sell	2,525 -1,930	-43%	-$330K	﹤0.01%	263
2026 Q1	$592K	Sell	4,455 -5,435	-55%	-$766K	0.01%	225
2025 Q4	$1.42M	Buy	+9,890	New	+$1.43M	0.01%	156
2018 Q4	–	Sell	-85,386	Closed	-$3.22M	–	111
2018 Q3	$3.22M	Sell	85,386 -594	-0.7%	-$21.8K	4.14%	4
2018 Q2	$2.99M	Buy	85,980 +20,342	+31%	+$698K	6.18%	3
2018 Q1	$2.15M	Buy	65,638 +12,576	+24%	+$422K	0.9%	4
2017 Q4	$1.7M	Buy	+53,062	New	+$1.66M	2.93%	6

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

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

Dynasty Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 43% in Q2 2026, selling an estimated $330K and leaving 2,525 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Dynasty Wealth Management first reported a position in XLK in Q4 2017 and has held it in 7 quarters since. The position peaked at $3.22M in Q3 2018. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Dynasty Wealth Management held 2,525 shares of State Street Technology Select Sector SPDR ETF worth $481K as of Q2 2026.
Dynasty Wealth Management sold 1,930 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $330K.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #263 holding.
Dynasty Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 7 quarters since.
Dynasty Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $3.22M in Q3 2018.
2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.