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

Elk River 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	$6.67M	Buy	35,035 +5,190	+17%	+$887K	1.06%	27
2026 Q1	$3.97M	Sell	29,845 -9,822	-25%	-$1.38M	0.66%	41
2025 Q4	$5.71M	Buy	39,667 +7,273	+22%	+$1.05M	0.92%	32
2025 Q3	$4.57M	Buy	32,394 +2,672	+9%	+$354K	0.73%	37
2025 Q2	$3.76M	Buy	29,722 +1,170	+4%	+$130K	0.65%	43
2025 Q1	$2.95M	Sell	28,552 -526	-2%	-$59.6K	0.55%	43
2024 Q4	$3.38M	Buy	29,078 +162	+0.6%	+$18.8K	0.61%	42
2024 Q3	$3.26M	Buy	28,916 +4	+0%	+$439	0.59%	43
2024 Q2	$3.27M	Buy	28,912 +10	+0%	+$1.05K	0.64%	44
2024 Q1	$3.01M	Buy	28,902 +28	+0.1%	+$2.83K	0.61%	45
2023 Q4	$2.78M	Hold	28,874	–	–	0.53%	47
2023 Q3	$2.37M	Buy	28,874 +4	+0%	+$343	0.52%	44
2023 Q2	$2.51M	Sell	28,870 -404	-1%	-$31.8K	0.54%	43
2023 Q1	$2.21M	Hold	29,274	–	–	0.5%	44
2022 Q4	$1.82M	Sell	29,274 -3,602	-11%	-$229K	0.44%	50
2022 Q3	$1.95M	Sell	32,876 -1,980	-6%	-$135K	0.52%	48
2022 Q2	$2.21M	Hold	34,856	–	–	0.56%	50
2022 Q1	$2.77M	Sell	34,856 -100	-0.3%	-$7.85K	0.61%	50
2021 Q4	$3.04M	Sell	34,956 -154	-0.4%	-$12.7K	0.69%	47
2021 Q3	$2.62M	Hold	35,110	–	–	0.66%	47
2021 Q2	$2.59M	Sell	35,110 -2,170	-6%	-$152K	0.67%	48
2021 Q1	$2.48M	Buy	37,280 +220	+0.6%	+$14.5K	0.71%	47
2020 Q4	$2.41M	Buy	+37,060	New	+$2.26M	0.8%	46

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

Elk River Wealth Management's XLK Position: Q2 2026 in Review

Elk River Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, buying an estimated $887K and bringing the position to 35,035 shares worth $6.67M. The position accounts for 1.06% of the portfolio, ranked #27.

Elk River Wealth Management first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Elk River Wealth Management held 35,035 shares of State Street Technology Select Sector SPDR ETF worth $6.67M as of Q2 2026.
Elk River Wealth Management bought 5,190 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $887K.
State Street Technology Select Sector SPDR ETF made up 1.06% of Elk River Wealth Management's portfolio in Q2 2026, its #27 holding.
Elk River Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.