HHM Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

HHM Wealth Advisors’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	$688K	Buy	3,613 +55	+2%	+$9.4K	0.07%	105
2026 Q1	$473K	Buy	3,558 +2,494	+234%	+$351K	0.05%	120
2025 Q4	$153K	Buy	1,064 +2	+0.2%	+$289	0.02%	220
2025 Q3	$150K	Hold	1,062	–	–	0.02%	239
2025 Q2	$134K	Hold	1,062	–	–	0.02%	249
2025 Q1	$110K	Hold	1,062	–	–	0.01%	259
2024 Q4	$123K	Hold	1,062	–	–	0.02%	239
2024 Q3	$120K	Buy	1,062 +432	+69%	+$47.4K	0.02%	232
2024 Q2	$71.3K	Buy	630 +400	+174%	+$42.1K	0.01%	291
2024 Q1	$24K	Hold	230	–	–	﹤0.01%	389
2023 Q4	$22.1K	Hold	230	–	–	﹤0.01%	397
2023 Q3	$18.9K	Hold	230	–	–	﹤0.01%	410
2023 Q2	$20K	Buy	230 +30	+15%	+$2.37K	﹤0.01%	423
2023 Q1	$15.1K	Sell	200 -400	-67%	-$27.5K	﹤0.01%	453
2022 Q4	$37.3K	Sell	600 -2,760	-82%	-$175K	0.01%	278
2022 Q3	$200K	Buy	3,360 +2,932	+685%	+$200K	0.05%	107
2022 Q2	$27K	Buy	+428	New	+$29.8K	0.01%	380
2020 Q4	–	Sell	-180	Closed	-$11K	–	572
2020 Q3	$11K	Sell	180 -492	-73%	-$27.8K	﹤0.01%	385
2020 Q2	$35K	Buy	672 +302	+82%	+$14.2K	0.01%	259
2020 Q1	$15K	Buy	+370	New	+$16.9K	0.01%	331

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

HHM Wealth Advisors's XLK Position: Q2 2026 in Review

HHM Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q2 2026, buying an estimated $9.4K and bringing the position to 3,613 shares worth $688K. The position accounts for 0.07% of the portfolio, ranked #105.

HHM Wealth Advisors first reported a position in XLK in Q1 2020 and has held it in 20 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

HHM Wealth Advisors held 3,613 shares of State Street Technology Select Sector SPDR ETF worth $688K as of Q2 2026.
HHM Wealth Advisors bought 55 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $9.4K.
State Street Technology Select Sector SPDR ETF made up 0.07% of HHM Wealth Advisors's portfolio in Q2 2026, its #105 holding.
HHM Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 20 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.