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WELLINGTON-ALTUS USA INC.’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$45.7K Sell
344
-250
-42% -$42.7K 0.03% 320
2026
Q1 		$113K Buy
594
+250
+73% +$35.2K 0.07% 230
2025
Q4 		$49.5K Buy
+344
New +$49.7K 0.04% 292

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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

WELLINGTON-ALTUS USA INC.'s XLK Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 42% in Q2 2026, selling an estimated $42.7K and leaving 344 shares worth $45.7K. The position accounts for 0.03% of the portfolio, ranked #320.

WELLINGTON-ALTUS USA INC. first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $113K in Q1 2026. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 344 shares of State Street Technology Select Sector SPDR ETF worth $45.7K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 250 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $42.7K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #320 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s State Street Technology Select Sector SPDR ETF position peaked at $113K in Q1 2026.
  • 2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.