EW
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Evoke Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Evoke Wealth’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 		– Sell
-38,516
Closed -$5.12M – 683
2026
Q1 		$5.12M Buy
38,516
+172
+0.4% +$24.2K 0.09% 91
2025
Q4 		$5.52M Buy
38,344
+12,854
+50% +$1.86M 0.1% 89
2025
Q3 		$3.59M Hold
25,490
– – 0.07% 111
2025
Q2 		$3.23M Hold
25,490
– – 0.07% 106
2025
Q1 		$2.63M Hold
25,490
– – 0.07% 113
2024
Q4 		$2.96M Hold
25,490
– – 0.08% 101
2024
Q3 		$2.88M Buy
+25,490
New +$2.8M 0.08% 99
2024
Q2 		– Sell
-7,596
Closed -$791K – 404
2024
Q1 		$791K Buy
+7,596
New +$768K 0.02% 194
2023
Q4 		– Sell
-4,616
Closed -$378K – 375
2023
Q3 		$378K Buy
4,616
+146
+3% +$12.5K 0.01% 262
2023
Q2 		$389K Hold
4,470
– – 0.01% 247
2023
Q1 		$338K Hold
4,470
– – 0.01% 263
2022
Q4 		$278K Sell
4,470
-750
-14% -$47.6K 0.01% 293
2022
Q3 		$310K Sell
5,220
-6,230
-54% -$425K 0.01% 256
2022
Q2 		$728K Hold
11,450
– – 0.03% 186
2022
Q1 		$910K Hold
11,450
– – 0.03% 185
2021
Q4 		$995K Hold
11,450
– – 0.03% 182
2021
Q3 		$854K Hold
11,450
– – 0.03% 184
2021
Q2 		$845K Hold
11,450
– – 0.03% 190
2021
Q1 		$760K Sell
11,450
-1,264
-10% -$83.4K 0.03% 175
2020
Q4 		$827K Buy
12,714
+1,638
+15% +$99.8K 0.06% 108
2020
Q3 		$646K Buy
11,076
+2,486
+29% +$140K 0.05% 113
2020
Q2 		$449K Buy
8,590
+5,490
+177% +$258K 0.04% 122
2020
Q1 		$125K Buy
+3,100
New +$141K 0.02% 231
2019
Q4 		– Sell
-3,100
Closed -$125K – 1493
2019
Q3 		$125K Buy
+3,100
New +$124K 0.02% 332

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

Evoke Wealth's XLK Position: Q2 2026 in Review

Evoke Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 38,516 shares — an estimated $5.12M sold.

Evoke Wealth first reported a position in XLK in Q3 2019 and held it in 24 quarters. The position peaked at $5.52M in Q4 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Evoke Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 38,516 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.12M.
  • Evoke Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's State Street Technology Select Sector SPDR ETF position peaked at $5.52M in Q4 2025.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.