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

Empirical 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	$4.2M	Buy	22,059 +1,862	+9%	+$318K	0.06%	180
2026 Q1	$2.68M	Buy	20,197 +3,547	+21%	+$500K	0.05%	221
2025 Q4	$2.4M	Sell	16,650 -520	-3%	-$75.1K	0.04%	226
2025 Q3	$2.42M	Sell	17,170 -724	-4%	-$95.9K	0.05%	221
2025 Q2	$2.27M	Sell	17,894 -2,256	-11%	-$250K	0.05%	218
2025 Q1	$2.08M	Buy	20,150 +5,622	+39%	+$637K	0.05%	206
2024 Q4	$1.69M	Sell	14,528 -466	-3%	-$54.2K	0.05%	217
2024 Q3	$1.69M	Sell	14,994 -474	-3%	-$52K	0.05%	205
2024 Q2	$1.75M	Sell	15,468 -816	-5%	-$85.9K	0.05%	196
2024 Q1	$1.7M	Sell	16,284 -5,524	-25%	-$559K	0.05%	198
2023 Q4	$2.1M	Buy	21,808 +3,066	+16%	+$273K	0.07%	160
2023 Q3	$1.54M	Sell	18,742 -9,394	-33%	-$806K	0.06%	179
2023 Q2	$2.45M	Buy	28,136 +14,356	+104%	+$1.13M	0.1%	136
2023 Q1	$1.04M	Buy	13,780 +2,344	+20%	+$161K	0.05%	212
2022 Q4	$712K	Sell	11,436 -548	-5%	-$34.8K	0.03%	260
2022 Q3	$712K	Sell	11,984 -1,988	-14%	-$136K	0.04%	241
2022 Q2	$888K	Sell	13,972 -834	-6%	-$58.1K	0.05%	213
2022 Q1	$1.18M	Buy	14,806 +1,160	+9%	+$91.1K	0.06%	189
2021 Q4	$1.19M	Buy	13,646 +598	+5%	+$49.2K	0.06%	186
2021 Q3	$974K	Sell	13,048 -17,074	-57%	-$1.32M	0.06%	197
2021 Q2	$2.22M	Buy	30,122 +18,530	+160%	+$1.3M	0.13%	104
2021 Q1	$770K	Buy	11,592 +946	+9%	+$62.4K	0.06%	193
2020 Q4	$692K	Buy	10,646 +1,970	+23%	+$120K	0.05%	198
2020 Q3	$506K	Sell	8,676 -2,430	-22%	-$137K	0.04%	211
2020 Q2	$580K	Buy	11,106 +542	+5%	+$25.5K	0.05%	187
2020 Q1	$425K	Buy	10,564 +202	+2%	+$9.22K	0.05%	202
2019 Q4	$475K	Buy	10,362 +3,200	+45%	+$137K	0.05%	195
2019 Q3	$288K	Sell	7,162 -3,130	-30%	-$125K	0.03%	238
2019 Q2	$402K	Sell	10,292 -924	-8%	-$35.2K	0.05%	177
2019 Q1	$415K	Sell	11,216 -406	-3%	-$13.9K	0.06%	150
2018 Q4	$360K	Buy	11,622 +400	+4%	+$13.5K	0.06%	144
2018 Q3	$423K	Buy	11,222 +1,658	+17%	+$60.8K	0.08%	133
2018 Q2	$332K	Buy	+9,564	New	+$328K	0.06%	140

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Empirical Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.2% in Q2 2026, buying an estimated $318K and bringing the position to 22,059 shares worth $4.2M. The position accounts for 0.06% of the portfolio, ranked #180.

Empirical Wealth Management first reported a position in XLK in Q2 2018 and has held it in 33 quarters since. 1,239 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Empirical Wealth Management held 22,059 shares of State Street Technology Select Sector SPDR ETF worth $4.2M as of Q2 2026.
Empirical Wealth Management bought 1,862 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $318K.
State Street Technology Select Sector SPDR ETF made up 0.06% of Empirical Wealth Management's portfolio in Q2 2026, its #180 holding.
Empirical Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 33 quarters since.
1,239 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.