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

EPG 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 		$6.24M Buy
32,748
+414
+1% +$70.7K 1.5% 18
2026
Q1 		$4.3M Buy
32,334
+263
+0.8% +$37.1K 1.17% 20
2025
Q4 		$4.62M Buy
32,071
+171
+0.5% +$24.7K 1.24% 19
2025
Q3 		$4.5M Sell
31,900
-1,414
-4% -$187K 1.24% 18
2025
Q2 		$4.22M Sell
33,314
-11,144
-25% -$1.24M 1.27% 15
2025
Q1 		$4.59M Sell
44,458
-5,990
-12% -$679K 1.28% 13
2024
Q4 		$5.87M Sell
50,448
-2,148
-4% -$250K 1.55% 13
2024
Q3 		$5.94M Buy
+52,596
New +$5.77M 1.5% 11
2024
Q2 		– Sell
-55,238
Closed -$5.82M – 12
2024
Q1 		$5.75M Buy
55,238
+804
+1% +$81.3K 1.41% 13
2023
Q4 		$5.52M Sell
54,434
-5,024
-8% -$447K 1.45% 13
2023
Q3 		$4.87M Buy
59,458
+3,504
+6% +$300K 1.47% 13
2023
Q2 		$4.86M Buy
55,954
+552
+1% +$43.5K 1.44% 13
2023
Q1 		$4.18M Buy
55,402
+1,200
+2% +$82.6K 1.32% 13
2022
Q4 		$3.37M Buy
54,202
+578
+1% +$36.7K 1.28% 13
2022
Q3 		$3.19M Buy
53,624
+3,760
+8% +$257K 1.31% 12
2022
Q2 		$3.17M Buy
49,864
+8,496
+21% +$592K 1.35% 13
2022
Q1 		$3.29M Sell
41,368
-1,880
-4% -$148K 1.14% 16
2021
Q4 		$3.76M Buy
43,248
+1,166
+3% +$96K 1.32% 11
2021
Q3 		$3.14M Buy
42,082
+784
+2% +$60.5K 1.26% 15
2021
Q2 		$3.05M Buy
41,298
+548
+1% +$38.4K 1.29% 16
2021
Q1 		$2.71M Sell
40,750
-1,574
-4% -$104K 1.32% 17
2020
Q4 		$2.75M Buy
42,324
+616
+1% +$37.5K 1.65% 11
2020
Q3 		$2.43M Sell
41,708
-12,570
-23% -$710K 1.8% 11
2020
Q2 		$2.84M Buy
54,278
+6,784
+14% +$319K 2.01% 9
2020
Q1 		$1.91M Buy
47,494
+21,760
+85% +$993K 1.4% 12
2019
Q4 		$1.18M Buy
+25,734
New +$1.1M 0.86% 28

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EPG Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q2 2026, buying an estimated $70.7K and bringing the position to 32,748 shares worth $6.24M. The position accounts for 1.5% of the portfolio, ranked #18.

EPG Wealth Management first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • EPG Wealth Management held 32,748 shares of State Street Technology Select Sector SPDR ETF worth $6.24M as of Q2 2026.
  • EPG Wealth Management bought 414 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $70.7K.
  • State Street Technology Select Sector SPDR ETF made up 1.5% of EPG Wealth Management's portfolio in Q2 2026, its #18 holding.
  • EPG Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.