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

HB 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	$12.8M	Buy	67,347 +1,252	+2%	+$214K	0.07%	144
2026 Q1	$8.78M	Sell	66,095 -477	-0.7%	-$67.2K	0.06%	172
2025 Q4	$9.58M	Buy	66,572 +404	+0.6%	+$58.3K	0.06%	160
2025 Q3	$9.33M	Buy	66,168 +22,500	+52%	+$2.98M	0.06%	160
2025 Q2	$5.53M	Sell	43,668 -9,546	-18%	-$1.06M	0.04%	215
2025 Q1	$5.49M	Sell	53,214 -10,510	-16%	-$1.19M	0.05%	213
2024 Q4	$7.41M	Sell	63,724 -402	-0.6%	-$46.8K	0.08%	123
2024 Q3	$7.24M	Buy	64,126 +2,948	+5%	+$324K	0.08%	126
2024 Q2	$6.92M	Buy	61,178 +14,942	+32%	+$1.57M	0.08%	117
2024 Q1	$4.81M	Buy	46,236 +1,126	+2%	+$114K	0.06%	155
2023 Q4	$4.34M	Sell	45,110 -564	-1%	-$50.2K	0.06%	150
2023 Q3	$3.74M	Buy	45,674 +3,208	+8%	+$275K	0.06%	149
2023 Q2	$3.69M	Buy	42,466 +156	+0.4%	+$12.3K	0.06%	150
2023 Q1	$3.19M	Sell	42,310 -15,070	-26%	-$1.04M	0.06%	155
2022 Q4	$3.57M	Sell	57,380 -230	-0.4%	-$14.6K	0.07%	140
2022 Q3	$3.42M	Buy	57,610 +18,814	+48%	+$1.28M	0.07%	131
2022 Q2	$2.47M	Buy	38,796 +700	+2%	+$48.8K	0.05%	155
2022 Q1	$3.03M	Buy	38,096 +1,204	+3%	+$94.5K	0.06%	142
2021 Q4	$3.21M	Buy	+36,892	New	+$3.04M	0.06%	118

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

HB Wealth Management's XLK Position: Q2 2026 in Review

HB Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.9% in Q2 2026, buying an estimated $214K and bringing the position to 67,347 shares worth $12.8M. The position accounts for 0.07% of the portfolio, ranked #144.

HB Wealth Management first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

HB Wealth Management held 67,347 shares of State Street Technology Select Sector SPDR ETF worth $12.8M as of Q2 2026.
HB Wealth Management bought 1,252 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $214K.
State Street Technology Select Sector SPDR ETF made up 0.07% of HB Wealth Management's portfolio in Q2 2026, its #144 holding.
HB Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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