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

Genesis 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 		$1.04M Sell
5,484
-61
-1% -$10.4K 0.29% 61
2026
Q1 		$737K Buy
5,545
+7
+0.1% +$986 0.23% 69
2025
Q4 		$797K Buy
+5,538
New +$800K 0.25% 70

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Genesis Private Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, selling an estimated $10.4K and leaving 5,484 shares worth $1.04M. The position accounts for 0.29% of the portfolio, ranked #61.

Genesis Private Wealth first reported a position in XLK in Q4 2025 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Genesis Private Wealth held 5,484 shares of State Street Technology Select Sector SPDR ETF worth $1.04M as of Q2 2026.
  • Genesis Private Wealth sold 61 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
  • State Street Technology Select Sector SPDR ETF made up 0.29% of Genesis Private Wealth's portfolio in Q2 2026, its #61 holding.
  • Genesis Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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