PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.59M Buy
8,337
+4
+0% +$683 0.43% 40
2026
Q1
$1.11M Buy
8,333
+3
+0% +$423 0.33% 41
2025
Q4
$1.2M Buy
8,330
+4
+0% +$578 0.36% 43
2025
Q3
$1.17M Sell
8,326
-504
-6% -$66.7K 0.37% 44
2025
Q2
$1.12M Buy
8,830
+4
+0% +$444 0.37% 42
2025
Q1
$911K Buy
8,826
+3,780
+75% +$429K 0.34% 49
2024
Q4
$587K Buy
5,046
+1,860
+58% +$216K 0.23% 71
2024
Q3
$360K Sell
3,186
-144
-4% -$15.8K 0.18% 71
2024
Q2
$377K Sell
3,330
-84
-2% -$8.85K 0.22% 62
2024
Q1
$356K Buy
3,414
+6
+0.2% +$607 0.23% 64
2023
Q4
$328K Buy
3,408
+6
+0.2% +$534 0.21% 63
2023
Q3
$279K Buy
3,402
+1,896
+126% +$163K 0.2% 67
2023
Q2
$303K Sell
1,506
-1,968
-57% -$155K 0.22% 62
2023
Q1
$263K Sell
3,474
-600
-15% -$41.3K 0.21% 64
2022
Q4
$254K Buy
+4,074
New +$259K 0.22% 61

Other funds holding XLK

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XLK Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.05% in Q2 2026, buying an estimated $683 and bringing the position to 8,337 shares worth $1.59M. The position accounts for 0.43% of the portfolio, ranked #40.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 8,337 shares of State Street Technology Select Sector SPDR ETF worth $1.59M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 4 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $683.
  • State Street Technology Select Sector SPDR ETF made up 0.43% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #40 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.