Focused Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Focused Wealth 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	$440K	Sell	2,311 -5	-0.2%	-$854	0.04%	148
2026 Q1	$308K	Sell	2,316 -201	-8%	-$28.3K	0.03%	153
2025 Q4	$362K	Buy	2,517 +205	+9%	+$29.6K	0.04%	129
2025 Q3	$326K	Buy	2,312 +354	+18%	+$46.9K	0.03%	138
2025 Q2	$248K	Buy	+1,958	New	+$217K	0.03%	154
2024 Q1	–	Sell	-2,136	Closed	-$205K	–	992
2023 Q4	$205K	Buy	2,136 +820	+62%	+$73K	0.03%	133
2023 Q3	$108K	Hold	1,316	–	–	0.02%	185
2023 Q2	$114K	Buy	1,316 +298	+29%	+$23.5K	0.02%	186
2023 Q1	$76.8K	Buy	1,018 +4	+0.4%	+$275	0.02%	237
2022 Q4	$63.1K	Hold	1,014	–	–	0.01%	279
2022 Q3	$60K	Sell	1,014 -200	-16%	-$13.6K	0.01%	252
2022 Q2	$77K	Hold	1,214	–	–	0.01%	219
2022 Q1	$96K	Hold	1,214	–	–	0.02%	214
2021 Q4	$106K	Buy	1,214 +6	+0.5%	+$494	0.02%	277
2021 Q3	$90K	Hold	1,208	–	–	0.01%	308
2021 Q2	$89K	Hold	1,208	–	–	0.01%	310
2021 Q1	$80K	Buy	1,208 +818	+210%	+$54K	0.01%	310
2020 Q4	$25K	Buy	390 +200	+105%	+$12.2K	﹤0.01%	435
2020 Q3	$11K	Buy	190 +40	+27%	+$2.26K	﹤0.01%	503
2020 Q2	$8K	Hold	150	–	–	﹤0.01%	527
2020 Q1	$6K	Buy	+150	New	+$6.85K	﹤0.01%	519
2017 Q3	–	Sell	-368	Closed	-$10K	–	740
2017 Q2	$10K	Buy	368 +2	+0.5%	+$55	﹤0.01%	476
2017 Q1	$10K	Hold	366	–	–	﹤0.01%	466
2016 Q4	$9K	Hold	366	–	–	﹤0.01%	484
2016 Q3	$9K	Sell	366 -106	-22%	-$2.46K	﹤0.01%	458
2016 Q2	$10K	Sell	472 -392	-45%	-$8.5K	﹤0.01%	443
2016 Q1	$19K	Buy	864 +4	+0.5%	+$83	0.01%	306
2015 Q4	$18K	Buy	860 +4	+0.5%	+$86	0.01%	334
2015 Q3	$17K	Buy	856 +4	+0.5%	+$82	0.01%	322
2015 Q2	$18K	Buy	852 +4	+0.5%	+$85	0.01%	329
2015 Q1	$18K	Buy	848 +4	+0.5%	+$83	0.01%	338
2014 Q4	$17K	Buy	844 +4	+0.5%	+$81	0.01%	334
2014 Q3	$17K	Buy	840 +4	+0.5%	+$79	0.01%	348
2014 Q2	$16K	Buy	836 +4	+0.5%	+$74	0.01%	352
2014 Q1	$15K	Buy	832 +6	+0.7%	+$107	0.01%	337
2013 Q4	$15K	Hold	826	–	–	0.01%	343
2013 Q3	$13K	Buy	+826	New	+$13.2K	0.01%	332

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

Focused Wealth Management's XLK Position: Q2 2026 in Review

Focused Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.22% in Q2 2026, selling an estimated $854 and leaving 2,311 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #148.

Focused Wealth Management first reported a position in XLK in Q3 2013 and has held it in 37 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Focused Wealth Management held 2,311 shares of State Street Technology Select Sector SPDR ETF worth $440K as of Q2 2026.
Focused Wealth Management sold 5 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $854.
State Street Technology Select Sector SPDR ETF made up 0.04% of Focused Wealth Management's portfolio in Q2 2026, its #148 holding.
Focused Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and has held it in 37 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.