FSM Wealth Advisors’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
$626K Sell
3,284
-300
-8% -$51.3K 0.07% 157
2026
Q1
$476K Sell
3,584
-912
-20% -$129K 0.06% 171
2025
Q4
$647K Buy
4,496
+568
+14% +$82K 0.09% 129
2025
Q3
$554K Hold
3,928
– – 0.08% 162
2025
Q2
$501K Sell
3,928
-1,718
-30% -$191K 0.08% 154
2025
Q1
$583K Buy
5,646
+1,810
+47% +$205K 0.13% 95
2024
Q4
$442K Sell
3,836
-196
-5% -$22.8K 0.11% 105
2024
Q3
$455K Buy
4,032
+336
+9% +$36.9K 0.12% 98
2024
Q2
$418K Hold
3,696
– – 0.14% 94
2024
Q1
$385K Buy
3,696
+38
+1% +$3.84K 0.14% 102
2023
Q4
$352K Hold
3,658
– – 0.15% 106
2023
Q3
$300K Hold
3,658
– – 0.15% 110
2023
Q2
$315K Hold
3,658
– – 0.16% 113
2023
Q1
$276K Buy
+3,658
New +$252K 0.16% 122

Other funds holding XLK

FSM Wealth Advisors's XLK Position: Q2 2026 in Review

FSM Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.4% in Q2 2026, selling an estimated $51.3K and leaving 3,284 shares worth $626K. The position accounts for 0.07% of the portfolio, ranked #157.

FSM Wealth Advisors first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. The position peaked at $647K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • FSM Wealth Advisors held 3,284 shares of State Street Technology Select Sector SPDR ETF worth $626K as of Q2 2026.
  • FSM Wealth Advisors sold 300 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $51.3K.
  • State Street Technology Select Sector SPDR ETF made up 0.07% of FSM Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • FSM Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • FSM Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $647K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.