HIW
XLK icon

Holos Integrated Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Holos Integrated Wealth’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 		$242K Sell
1,353
-100
-7% -$17.1K 0.11% 73
2026
Q1 		$200K Buy
+1,453
New +$205K 0.1% 83

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
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
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Holos Integrated Wealth's XLK Position: Q2 2026 in Review

Holos Integrated Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.9% in Q2 2026, selling an estimated $17.1K and leaving 1,353 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #73.

Holos Integrated Wealth first reported a position in XLK in Q1 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Holos Integrated Wealth held 1,353 shares of State Street Technology Select Sector SPDR ETF worth $242K as of Q2 2026.
  • Holos Integrated Wealth sold 100 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $17.1K.
  • State Street Technology Select Sector SPDR ETF made up 0.11% of Holos Integrated Wealth's portfolio in Q2 2026, its #73 holding.
  • Holos Integrated Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.