First Wilshire Securities Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

First Wilshire Securities 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	$1.51M	Hold	7,900	–	–	0.31%	37
2026 Q1	$1.05M	Hold	7,900	–	–	0.24%	43
2025 Q4	$1.14M	Hold	7,900	–	–	0.29%	42
2025 Q3	$1.11M	Hold	7,900	–	–	0.3%	43
2025 Q2	$1M	Hold	7,900	–	–	0.27%	42
2025 Q1	$816K	Hold	7,900	–	–	0.23%	40
2024 Q4	$918K	Hold	7,900	–	–	0.25%	40
2024 Q3	$892K	Hold	7,900	–	–	0.25%	37
2024 Q2	$894K	Hold	7,900	–	–	0.27%	38
2024 Q1	$823K	Hold	7,900	–	–	0.24%	42
2023 Q4	$760K	Hold	7,900	–	–	0.25%	44
2023 Q3	$648K	Hold	7,900	–	–	0.22%	46
2023 Q2	$687K	Hold	7,900	–	–	0.24%	45
2023 Q1	$596K	Hold	7,900	–	–	0.2%	45
2022 Q4	$492K	Hold	7,900	–	–	0.17%	50
2022 Q3	$469K	Hold	7,900	–	–	0.19%	47
2022 Q2	$502K	Buy	7,900 +200	+3%	+$13.9K	0.19%	47
2022 Q1	$612K	Hold	7,700	–	–	0.22%	40
2021 Q4	$669K	Hold	7,700	–	–	0.21%	39
2021 Q3	$575K	Hold	7,700	–	–	0.19%	43
2021 Q2	$568K	Hold	7,700	–	–	0.2%	43
2021 Q1	$511K	Hold	7,700	–	–	0.19%	46
2020 Q4	$501K	Hold	7,700	–	–	0.2%	46
2020 Q3	$449K	Hold	7,700	–	–	0.21%	47
2020 Q2	$402K	Hold	7,700	–	–	0.19%	51
2020 Q1	$309K	Hold	7,700	–	–	0.17%	59
2019 Q4	$353K	Hold	7,700	–	–	0.13%	76
2019 Q3	$310K	Hold	7,700	–	–	0.12%	82
2019 Q2	$300K	Hold	7,700	–	–	0.12%	93
2019 Q1	$285K	Hold	7,700	–	–	0.1%	102
2018 Q4	$239K	Hold	7,700	–	–	0.09%	100
2018 Q3	$290K	Sell	7,700 -1,000	-11%	-$36.7K	0.09%	101
2018 Q2	$302K	Hold	8,700	–	–	0.09%	96
2018 Q1	$285K	Buy	8,700 +200	+2%	+$6.72K	0.08%	105
2017 Q4	$272K	Hold	8,500	–	–	0.07%	103
2017 Q3	$251K	Hold	8,500	–	–	0.07%	103
2017 Q2	$233K	Hold	8,500	–	–	0.07%	103
2017 Q1	$227K	Hold	8,500	–	–	0.07%	103
2016 Q4	$206K	Hold	8,500	–	–	0.06%	105
2016 Q3	$203K	Buy	+8,500	New	+$197K	0.06%	106

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

First Wilshire Securities Management's XLK Position: Q2 2026 in Review

First Wilshire Securities Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 7,900 shares worth $1.51M. The position accounts for 0.31% of the portfolio, ranked #37.

First Wilshire Securities Management first reported a position in XLK in Q3 2016 and has held it in 40 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

First Wilshire Securities Management held 7,900 shares of State Street Technology Select Sector SPDR ETF worth $1.51M as of Q2 2026.
First Wilshire Securities Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.31% of First Wilshire Securities Management's portfolio in Q2 2026, its #37 holding.
First Wilshire Securities Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.