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

Golden State Wealth 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	$2.36M	Sell	12,411 -1,115	-8%	-$191K	0.22%	103
2026 Q1	$1.8M	Sell	13,526 -1,372	-9%	-$193K	0.2%	106
2025 Q4	$2.14M	Sell	14,898 -434	-3%	-$62.7K	0.23%	87
2025 Q3	$2.16M	Sell	15,332 -502	-3%	-$66.5K	0.24%	80
2025 Q2	$2M	Sell	15,834 -652	-4%	-$72.4K	0.24%	77
2025 Q1	$1.7M	Buy	16,486 +558	+4%	+$63.3K	0.25%	77
2024 Q4	$1.85M	Buy	+15,928	New	+$1.85M	0.28%	72
2022 Q1	$1.24M	Sell	15,632 -3,612	-19%	-$284K	0.24%	80
2021 Q4	$1.67M	Sell	19,244 -252	-1%	-$20.8K	0.29%	61
2021 Q3	$1.46M	Buy	19,496 +254	+1%	+$19.6K	0.32%	60
2021 Q2	$1.42M	Buy	19,242 +5,824	+43%	+$408K	0.31%	64
2021 Q1	$891K	Sell	13,418 -880	-6%	-$58.1K	0.29%	63
2020 Q4	$930K	Sell	14,298 -6,722	-32%	-$409K	0.27%	75
2020 Q3	$1.23M	Buy	21,020 +6,494	+45%	+$367K	0.41%	42
2020 Q2	$759K	Sell	14,526 -798	-5%	-$37.5K	0.19%	92
2020 Q1	$616K	Buy	+15,324	New	+$699K	0.27%	63
2019 Q4	–	Sell	-15,986	Closed	-$644K	–	988
2019 Q3	$644K	Buy	15,986 +912	+6%	+$36.5K	0.21%	86
2019 Q2	$588K	Sell	15,074 -8	-0.1%	-$305	0.19%	105
2019 Q1	$558K	Buy	+15,082	New	+$516K	0.19%	107

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

Golden State Wealth Management's XLK Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.2% in Q2 2026, selling an estimated $191K and leaving 12,411 shares worth $2.36M. The position accounts for 0.22% of the portfolio, ranked #103.

Golden State Wealth Management first reported a position in XLK in Q1 2019 and has held it in 19 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Golden State Wealth Management held 12,411 shares of State Street Technology Select Sector SPDR ETF worth $2.36M as of Q2 2026.
Golden State Wealth Management sold 1,115 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $191K.
State Street Technology Select Sector SPDR ETF made up 0.22% of Golden State Wealth Management's portfolio in Q2 2026, its #103 holding.
Golden State Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 19 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.