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

KDK Private 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	$2.34M	Sell	12,287 -65	-0.5%	-$11.1K	1.94%	11
2026 Q1	$1.64M	Hold	12,352	–	–	1.5%	15
2025 Q4	$1.78M	Sell	12,352 -40	-0.3%	-$5.78K	1.55%	14
2025 Q3	$1.75M	Sell	12,392 -110	-0.9%	-$14.6K	1.77%	12
2025 Q2	$1.58M	Hold	12,502	–	–	1.69%	12
2025 Q1	$1.29M	Hold	12,502	–	–	1.47%	13
2024 Q4	$1.45M	Buy	+12,502	New	+$1.45M	1.51%	14

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KDK Private Wealth Management's XLK Position: Q2 2026 in Review

KDK Private Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.53% in Q2 2026, selling an estimated $11.1K and leaving 12,287 shares worth $2.34M. The position accounts for 1.94% of the portfolio, ranked #11.

KDK Private Wealth Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

KDK Private Wealth Management held 12,287 shares of State Street Technology Select Sector SPDR ETF worth $2.34M as of Q2 2026.
KDK Private Wealth Management sold 65 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $11.1K.
State Street Technology Select Sector SPDR ETF made up 1.94% of KDK Private Wealth Management's portfolio in Q2 2026, its #11 holding.
KDK Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on KDK Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.