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

Flywheel 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	$1.66M	Sell	8,687 -1	-0%	-$171	0.82%	24
2026 Q1	$1.15M	Hold	8,688	–	–	0.66%	26
2025 Q4	$1.25M	Sell	8,688 -1,516	-15%	-$219K	0.78%	23
2025 Q3	$1.44M	Hold	10,204	–	–	1.12%	20
2025 Q2	$1.29M	Sell	10,204 -2,458	-19%	-$273K	1.04%	21
2025 Q1	$1.31M	Hold	12,662	–	–	1.19%	20
2024 Q4	$1.47M	Buy	+12,662	New	+$1.47M	1.35%	18

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Flywheel Private Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.01% in Q2 2026, selling an estimated $171 and leaving 8,687 shares worth $1.66M. The position accounts for 0.82% of the portfolio, ranked #24.

Flywheel Private Wealth first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Flywheel Private Wealth held 8,687 shares of State Street Technology Select Sector SPDR ETF worth $1.66M as of Q2 2026.
Flywheel Private Wealth sold 1 State Street Technology Select Sector SPDR ETF share in Q2 2026, an estimated $171.
State Street Technology Select Sector SPDR ETF made up 0.82% of Flywheel Private Wealth's portfolio in Q2 2026, its #24 holding.
Flywheel Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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