Global Wealth Strategies & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Global Wealth Strategies & Associates’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	$14.5M	Buy	76,299 +69,415	+1,008%	+$11.9M	2.76%	9
2026 Q1	$915K	Sell	6,884 -308	-4%	-$43.4K	0.22%	31
2025 Q4	$1.04M	Buy	7,192 +1,810	+34%	+$261K	0.26%	24
2025 Q3	$758K	Buy	5,382 +1,682	+45%	+$223K	0.2%	30
2025 Q2	$468K	Sell	3,700 -18	-0.5%	-$2K	0.13%	34
2025 Q1	$384K	Buy	3,718 +618	+20%	+$70.1K	0.12%	35
2024 Q4	$360K	Hold	3,100	–	–	0.11%	36
2024 Q3	$350K	Hold	3,100	–	–	0.11%	30
2024 Q2	$351K	Hold	3,100	–	–	0.13%	28
2024 Q1	$323K	Hold	3,100	–	–	0.12%	31
2023 Q4	$298K	Hold	3,100	–	–	0.12%	30
2023 Q3	$254K	Hold	3,100	–	–	0.12%	39
2023 Q2	$269K	Hold	3,100	–	–	0.13%	37
2023 Q1	$234K	Hold	3,100	–	–	0.12%	35
2022 Q4	$193K	Buy	+3,100	New	+$197K	0.11%	41

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 Strategies & Associates's XLK Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1,008% in Q2 2026, buying an estimated $11.9M and bringing the position to 76,299 shares worth $14.5M. The position accounts for 2.76% of the portfolio, ranked #9.

Global Wealth Strategies & Associates first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Global Wealth Strategies & Associates held 76,299 shares of State Street Technology Select Sector SPDR ETF worth $14.5M as of Q2 2026.
Global Wealth Strategies & Associates bought 69,415 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $11.9M.
State Street Technology Select Sector SPDR ETF made up 2.76% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #9 holding.
Global Wealth Strategies & Associates first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 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 Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.