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

Elmwood 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	$1.29M	Sell	6,771 -317	-4%	-$54.2K	0.32%	74
2026 Q1	$942K	Sell	7,088 -183	-3%	-$25.8K	0.26%	90
2025 Q4	$1.05M	Buy	+7,271	New	+$1.05M	0.33%	80
2020 Q2	–	Sell	-200	Closed	-$6.54K	–	358
2020 Q1	$6.54K	Buy	+200	New	+$9.13K	0.01%	211
2019 Q4	–	Sell	-200	Closed	-$8K	–	255
2019 Q3	$8K	Hold	200	–	–	0.01%	193
2019 Q2	$8K	Hold	200	–	–	0.01%	206
2019 Q1	$7K	Hold	200	–	–	0.01%	203
2018 Q4	$6K	Hold	200	–	–	0.01%	218
2018 Q3	$7.53K	Hold	200	–	–	0.01%	213
2018 Q2	$6.95K	Hold	200	–	–	0.01%	212
2018 Q1	$6.54K	Buy	+200	New	+$6.72K	0.01%	211

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

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

Elmwood Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4.5% in Q2 2026, selling an estimated $54.2K and leaving 6,771 shares worth $1.29M. The position accounts for 0.32% of the portfolio, ranked #74.

Elmwood Wealth Management first reported a position in XLK in Q1 2018 and has held it in 11 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Elmwood Wealth Management held 6,771 shares of State Street Technology Select Sector SPDR ETF worth $1.29M as of Q2 2026.
Elmwood Wealth Management sold 317 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $54.2K.
State Street Technology Select Sector SPDR ETF made up 0.32% of Elmwood Wealth Management's portfolio in Q2 2026, its #74 holding.
Elmwood Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 11 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.