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

GeoWealth 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	$19M	Sell	99,509 -3,983	-4%	-$681K	0.6%	25
2026 Q1	$13.8M	Buy	103,492 +17,907	+21%	+$2.52M	0.5%	32
2025 Q4	$12.3M	Sell	85,585 -18,257	-18%	-$2.64M	0.45%	32
2025 Q3	$14.6M	Sell	103,842 -272	-0.3%	-$36K	0.53%	31
2025 Q2	$13.2M	Buy	104,114 +50,670	+95%	+$5.62M	0.51%	28
2025 Q1	$5.52M	Sell	53,444 -16,744	-24%	-$1.9M	0.22%	61
2024 Q4	$8.16M	Buy	70,188 +24,316	+53%	+$2.83M	0.27%	63
2024 Q3	$5.18M	Sell	45,872 -21,070	-31%	-$2.31M	0.18%	100
2024 Q2	$7.57M	Sell	66,942 -21,870	-25%	-$2.3M	0.33%	46
2024 Q1	$9.25M	Sell	88,812 -32,200	-27%	-$3.26M	0.36%	56
2023 Q4	$11.6M	Buy	121,012 +9,734	+9%	+$867K	0.96%	24
2023 Q3	$9.12M	Buy	111,278 +2,160	+2%	+$185K	1.03%	22
2023 Q2	$9.49M	Sell	109,118 -59,500	-35%	-$4.69M	1.03%	21
2023 Q1	$12.7M	Sell	168,618 -68,868	-29%	-$4.74M	1.49%	14
2022 Q4	$14.8M	Buy	237,486 +3,882	+2%	+$247K	1.56%	10
2022 Q3	$13.9M	Sell	233,604 -20,798	-8%	-$1.42M	1.51%	8
2022 Q2	$16.2M	Buy	254,402 +66,186	+35%	+$4.61M	2.17%	8
2022 Q1	$15M	Sell	188,216 -12,808	-6%	-$1.01M	1.31%	14
2021 Q4	$17.5M	Sell	201,024 -918	-0.5%	-$75.6K	1.43%	15
2021 Q3	$15.1M	Buy	201,942 +34,336	+20%	+$2.65M	1.24%	19
2021 Q2	$12.4M	Buy	167,606 +35,434	+27%	+$2.48M	1.56%	13
2021 Q1	$8.78M	Buy	132,172 +480	+0.4%	+$31.7K	1.37%	18
2020 Q4	$8.57M	Buy	131,692 +70,686	+116%	+$4.31M	1.37%	15
2020 Q3	$3.55M	Buy	61,006 +3,894	+7%	+$220K	1.07%	29
2020 Q2	$2.98M	Buy	+57,112	New	+$2.69M	1.23%	29

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

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

GeoWealth Management's XLK Position: Q2 2026 in Review

GeoWealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.8% in Q2 2026, selling an estimated $681K and leaving 99,509 shares worth $19M. The position accounts for 0.6% of the portfolio, ranked #25.

GeoWealth Management first reported a position in XLK in Q2 2020 and has held it in 25 quarters since. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

GeoWealth Management held 99,509 shares of State Street Technology Select Sector SPDR ETF worth $19M as of Q2 2026.
GeoWealth Management sold 3,983 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $681K.
State Street Technology Select Sector SPDR ETF made up 0.6% of GeoWealth Management's portfolio in Q2 2026, its #25 holding.
GeoWealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.