Ellevest Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Ellevest Inc’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	$954K	Sell	5,006 -102	-2%	-$17.4K	0.11%	131
2026 Q1	$679K	Hold	5,108	–	–	0.09%	158
2025 Q4	$735K	Hold	5,108	–	–	0.1%	144
2025 Q3	$720K	Hold	5,108	–	–	0.1%	142
2025 Q2	$647K	Sell	5,108 -52	-1%	-$5.77K	0.1%	148
2025 Q1	$533K	Sell	5,160 -3,350	-39%	-$380K	0.04%	181
2024 Q4	$989K	Hold	8,510	–	–	0.06%	102
2024 Q3	$961K	Buy	8,510 +1,210	+17%	+$133K	0.05%	112
2024 Q2	$826K	Hold	7,300	–	–	0.05%	121
2024 Q1	$760K	Hold	7,300	–	–	0.05%	133
2023 Q4	$703K	Buy	7,300 +2,950	+68%	+$263K	0.05%	127
2023 Q3	$357K	Sell	4,350 -400	-8%	-$34.3K	0.03%	227
2023 Q2	$413K	Buy	4,750 +400	+9%	+$31.5K	0.03%	198
2023 Q1	$328K	Hold	4,350	–	–	0.03%	223
2022 Q4	$271K	Hold	4,350	–	–	0.02%	249
2022 Q3	$258K	Hold	4,350	–	–	0.02%	222
2022 Q2	$276K	Hold	4,350	–	–	0.03%	215
2022 Q1	$346K	Sell	4,350 -212	-5%	-$16.6K	0.03%	204
2021 Q4	$397K	Buy	4,562 +212	+5%	+$17.5K	0.04%	154
2021 Q3	$325K	Hold	4,350	–	–	0.03%	178
2021 Q2	$321K	Buy	+4,350	New	+$305K	0.03%	150

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

Ellevest Inc's XLK Position: Q2 2026 in Review

Ellevest Inc reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 2% in Q2 2026, selling an estimated $17.4K and leaving 5,006 shares worth $954K. The position accounts for 0.11% of the portfolio, ranked #131.

Ellevest Inc first reported a position in XLK in Q2 2021 and has held it in 21 quarters since. The position peaked at $989K in Q4 2024. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Ellevest Inc held 5,006 shares of State Street Technology Select Sector SPDR ETF worth $954K as of Q2 2026.
Ellevest Inc sold 102 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $17.4K.
State Street Technology Select Sector SPDR ETF made up 0.11% of Ellevest Inc's portfolio in Q2 2026, its #131 holding.
Ellevest Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Ellevest Inc's State Street Technology Select Sector SPDR ETF position peaked at $989K in Q4 2024.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.