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

Evolution 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	$77.7K	Buy	408 +144	+55%	+$24.6K	0.05%	241
2026 Q1	$35.1K	Hold	264	–	–	0.03%	329
2025 Q4	$38K	Hold	264	–	–	0.03%	272
2025 Q3	$37.2K	Hold	264	–	–	0.04%	229
2025 Q2	$33.4K	Buy	+264	New	+$29.3K	0.04%	219

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Evolution Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 55% in Q2 2026, buying an estimated $24.6K and bringing the position to 408 shares worth $77.7K. The position accounts for 0.05% of the portfolio, ranked #241.

Evolution Wealth Management first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Evolution Wealth Management held 408 shares of State Street Technology Select Sector SPDR ETF worth $77.7K as of Q2 2026.
Evolution Wealth Management bought 144 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $24.6K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #241 holding.
Evolution Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.