Evergreen Wealth Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.35M Buy
7,071
+487
+7% +$83.2K 0.07% 172
2026
Q1
$875K Buy
6,584
+3,861
+142% +$544K 0.06% 176
2025
Q4
$392K Buy
+2,723
New +$393K 0.05% 137

Other funds holding XLK

Evergreen Wealth Solutions's XLK Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.4% in Q2 2026, buying an estimated $83.2K and bringing the position to 7,071 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #172.

Evergreen Wealth Solutions first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 2,662 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Evergreen Wealth Solutions held 7,071 shares of State Street Technology Select Sector SPDR ETF worth $1.35M as of Q2 2026.
  • Evergreen Wealth Solutions bought 487 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $83.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #172 holding.
  • Evergreen Wealth Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,662 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.