Global Wealth Management Investment Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Global Wealth Management Investment Advisory’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	$1.9M	Sell	9,993 -411	-4%	-$70.2K	0.27%	79
2026 Q1	$1.38M	Sell	10,404 -294	-3%	-$41.4K	0.22%	85
2025 Q4	$1.54M	Buy	10,698 +510	+5%	+$73.7K	0.25%	82
2025 Q3	$1.44M	Buy	10,188 +2,760	+37%	+$366K	0.24%	88
2025 Q2	$940K	Buy	7,428 +4,942	+199%	+$548K	0.18%	102
2025 Q1	$257K	Sell	2,486 -40	-2%	-$4.54K	0.05%	124
2024 Q4	$294K	Sell	2,526 -96	-4%	-$11.2K	0.06%	122
2024 Q3	$296K	Sell	2,622 -450	-15%	-$49.4K	0.06%	125
2024 Q2	$347K	Buy	3,072 +544	+22%	+$57.3K	0.08%	120
2024 Q1	$263K	Hold	2,528	–	–	0.06%	125
2023 Q4	$243K	Hold	2,528	–	–	0.06%	126
2023 Q3	$207K	Hold	2,528	–	–	0.06%	131
2023 Q2	$220K	Buy	+2,528	New	+$199K	0.06%	133
2022 Q4	–	Sell	-3,522	Closed	-$209K	–	141
2022 Q3	$209K	Hold	3,522	–	–	0.07%	130
2022 Q2	$224K	Hold	3,522	–	–	0.08%	132
2022 Q1	$280K	Sell	3,522 -6	-0.2%	-$471	0.08%	131
2021 Q4	$307K	Hold	3,528	–	–	0.09%	122
2021 Q3	$263K	Buy	3,528 +1,228	+53%	+$94.7K	0.08%	121
2021 Q2	$170K	Hold	2,300	–	–	0.06%	138
2021 Q1	$153K	Sell	2,300 -50	-2%	-$3.3K	0.06%	130
2020 Q4	$153K	Hold	2,350	–	–	0.06%	118
2020 Q3	$137K	Sell	2,350 -468	-17%	-$26.4K	0.06%	117
2020 Q2	$147K	Sell	2,818 -446	-14%	-$21K	0.06%	123
2020 Q1	$131K	Sell	3,264 -266	-8%	-$12.1K	0.07%	115
2019 Q4	$162K	Hold	3,530	–	–	0.07%	115
2019 Q3	$142K	Sell	3,530 -492	-12%	-$19.7K	0.06%	116
2019 Q2	$157K	Sell	4,022 -1,686	-30%	-$64.3K	0.08%	110
2019 Q1	$211K	Sell	5,708 -1,522	-21%	-$52.1K	0.11%	114
2018 Q4	$224K	Buy	+7,230	New	+$245K	0.13%	125

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

Global Wealth Management Investment Advisory's XLK Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 4% in Q2 2026, selling an estimated $70.2K and leaving 9,993 shares worth $1.9M. The position accounts for 0.27% of the portfolio, ranked #79.

Global Wealth Management Investment Advisory first reported a position in XLK in Q4 2018 and has held it in 29 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Global Wealth Management Investment Advisory held 9,993 shares of State Street Technology Select Sector SPDR ETF worth $1.9M as of Q2 2026.
Global Wealth Management Investment Advisory sold 411 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $70.2K.
State Street Technology Select Sector SPDR ETF made up 0.27% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #79 holding.
Global Wealth Management Investment Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.