Evolve Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Evolve Private 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	-14,890	Closed	-$1.98M	–	1252
2026 Q1	$1.98M	Buy	14,890 +5,958	+67%	+$840K	0.11%	186
2025 Q4	$1.29M	Buy	+8,932	New	+$1.29M	0.08%	237

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evolve Private Wealth's XLK Position: Q2 2026 in Review

Evolve Private Wealth sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 14,890 shares — an estimated $1.98M sold.

Evolve Private Wealth first reported a position in XLK in Q4 2025 and held it in 2 quarters. The position peaked at $1.98M in Q1 2026. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Evolve Private Wealth reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 14,890 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.98M.
Evolve Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $1.98M in Q1 2026.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.