Elwood & Goetz Wealth Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$3.22M	Buy	16,911 +4,454	+36%	+$761K	0.48%	26
2026 Q1	$1.66M	Buy	12,457 +1,438	+13%	+$203K	0.28%	33
2025 Q4	$1.59M	Sell	11,019 -107	-1%	-$15.5K	0.28%	33
2025 Q3	$1.57M	Sell	11,126 -666	-6%	-$88.2K	0.3%	32
2025 Q2	$1.49M	Buy	11,792 +4,888	+71%	+$542K	0.32%	30
2025 Q1	$713K	Buy	6,904 +2	+0%	+$227	0.17%	36
2024 Q4	$802K	Buy	6,902 +26	+0.4%	+$3.02K	0.2%	37
2024 Q3	$776K	Buy	6,876 +4	+0.1%	+$439	0.19%	36
2024 Q2	$777K	Sell	6,872 -58	-0.8%	-$6.11K	0.22%	32
2024 Q1	$722K	Buy	6,930 +56	+0.8%	+$5.66K	0.18%	40
2023 Q4	$662K	Sell	6,874 -1,194	-15%	-$106K	0.14%	42
2023 Q3	$661K	Sell	8,068 -6	-0.1%	-$515	0.15%	40
2023 Q2	$702K	Sell	8,074 -28	-0.3%	-$2.21K	0.16%	36
2023 Q1	$612K	Buy	8,102 +3,216	+66%	+$221K	0.15%	37
2022 Q4	$304K	Sell	4,886 -2,818	-37%	-$179K	0.09%	48
2022 Q3	$458K	Buy	7,704 +2,540	+49%	+$173K	0.15%	40
2022 Q2	$328K	Buy	5,164 +728	+16%	+$50.7K	0.11%	47
2022 Q1	$353K	Buy	4,436 +1,352	+44%	+$106K	0.11%	47
2021 Q4	$268K	Buy	+3,084	New	+$254K	0.08%	52

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

Elwood & Goetz Wealth Advisory Group's XLK Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 36% in Q2 2026, buying an estimated $761K and bringing the position to 16,911 shares worth $3.22M. The position accounts for 0.48% of the portfolio, ranked #26.

Elwood & Goetz Wealth Advisory Group first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 16,911 shares of State Street Technology Select Sector SPDR ETF worth $3.22M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 4,454 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $761K.
State Street Technology Select Sector SPDR ETF made up 0.48% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #26 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.