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Insight Wealth Strategies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Insight Wealth Strategies’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 		$13.5M Sell
72,545
-230
-0.3% -$39.3K 1.31% 24
2026
Q1 		$9.67M Buy
72,775
+12,984
+22% +$1.83M 1.08% 29
2025
Q4 		$8.61M Buy
59,791
+1,237
+2% +$179K 0.99% 28
2025
Q3 		$8.25M Buy
58,554
+670
+1% +$88.7K 0.97% 27
2025
Q2 		$7.26M Buy
+57,884
New +$6.42M 0.92% 29

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Insight Wealth Strategies's XLK Position: Q2 2026 in Review

Insight Wealth Strategies reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.32% in Q2 2026, selling an estimated $39.3K and leaving 72,545 shares worth $13.5M. The position accounts for 1.31% of the portfolio, ranked #24.

Insight Wealth Strategies first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. 1,142 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Insight Wealth Strategies held 72,545 shares of State Street Technology Select Sector SPDR ETF worth $13.5M as of Q2 2026.
  • Insight Wealth Strategies sold 230 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $39.3K.
  • State Street Technology Select Sector SPDR ETF made up 1.31% of Insight Wealth Strategies's portfolio in Q2 2026, its #24 holding.
  • Insight Wealth Strategies first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,142 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.