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
2020 Q2	–	Sell	-7,200	Closed	-$11K	–	842
2020 Q1	$11K	Buy	+7,200	New	+$329K	﹤0.01%	451

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 22.9% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 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. 2,671 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.
2,671 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.