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

HMV 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	$393K	Hold	2,062	–	–	0.15%	65
2026 Q1	$274K	Hold	2,062	–	–	0.13%	73
2025 Q4	$297K	Hold	2,062	–	–	0.15%	70
2025 Q3	$291K	Hold	2,062	–	–	0.16%	67
2025 Q2	$261K	Hold	2,062	–	–	0.17%	70
2025 Q1	$213K	Hold	2,062	–	–	0.17%	77
2024 Q4	$240K	Buy	+2,062	New	+$240K	0.24%	74

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

HMV Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,062 shares worth $393K. The position accounts for 0.15% of the portfolio, ranked #65.

HMV Wealth Advisors first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

HMV Wealth Advisors held 2,062 shares of State Street Technology Select Sector SPDR ETF worth $393K as of Q2 2026.
HMV Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.15% of HMV Wealth Advisors's portfolio in Q2 2026, its #65 holding.
HMV Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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