GWN Securities’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

GWN Securities’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	$2.59M	Sell	13,587 -1,791	-12%	-$306K	0.43%	58
2026 Q1	$2.04M	Buy	15,378 +516	+3%	+$72.7K	0.39%	70
2025 Q4	$2.14M	Buy	14,862 +4,688	+46%	+$677K	0.43%	61
2025 Q3	$1.44M	Sell	10,174 -12,146	-54%	-$1.61M	0.33%	77
2025 Q2	$2.83M	Sell	22,320 -42,230	-65%	-$4.69M	0.52%	50
2025 Q1	$7.42M	Buy	64,550 +55,808	+638%	+$6.33M	0.42%	49
2024 Q4	$1.05M	Buy	+8,742	New	+$1.02M	0.28%	82

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

GWN Securities's XLK Position: Q2 2026 in Review

GWN Securities reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 12% in Q2 2026, selling an estimated $306K and leaving 13,587 shares worth $2.59M. The position accounts for 0.43% of the portfolio, ranked #58.

GWN Securities first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.42M in Q1 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

GWN Securities held 13,587 shares of State Street Technology Select Sector SPDR ETF worth $2.59M as of Q2 2026.
GWN Securities sold 1,791 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $306K.
State Street Technology Select Sector SPDR ETF made up 0.43% of GWN Securities's portfolio in Q2 2026, its #58 holding.
GWN Securities first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's State Street Technology Select Sector SPDR ETF position peaked at $7.42M in Q1 2025.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.