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

Kellett 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	$507K	Buy	2,661 +2	+0.1%	+$342	0.24%	51
2026 Q1	$353K	Buy	2,659 +1	+0%	+$141	0.19%	55
2025 Q4	$383K	Hold	2,658	–	–	0.22%	51
2025 Q3	$375K	Buy	2,658 +378	+17%	+$50.1K	0.23%	50
2025 Q2	$289K	Sell	2,280 -1,278	-36%	-$142K	0.19%	52
2025 Q1	$367K	Sell	3,558 -96	-3%	-$10.9K	0.25%	44
2024 Q4	$425K	Buy	3,654 +2	+0.1%	+$233	0.29%	36
2024 Q3	$412K	Sell	3,652 -3,534	-49%	-$388K	0.29%	35
2024 Q2	$813K	Sell	7,186 -107,792	-94%	-$11.3M	0.66%	23
2024 Q1	$12M	Buy	114,978 +7,240	+7%	+$732K	8.29%	3
2023 Q4	$10.4M	Buy	107,738 +89,584	+493%	+$7.98M	7.72%	3
2023 Q3	$1.49M	Buy	18,154 +15,602	+611%	+$1.34M	1.28%	13
2023 Q2	$222K	Buy	+2,552	New	+$201K	0.2%	50

Other funds holding XLK

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

Kellett Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.08% in Q2 2026, buying an estimated $342 and bringing the position to 2,661 shares worth $507K. The position accounts for 0.24% of the portfolio, ranked #51.

Kellett Wealth Advisors first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. The position peaked at $12M in Q1 2024. 1,047 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Kellett Wealth Advisors held 2,661 shares of State Street Technology Select Sector SPDR ETF worth $507K as of Q2 2026.
Kellett Wealth Advisors bought 2 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $342.
State Street Technology Select Sector SPDR ETF made up 0.24% of Kellett Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Kellett Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
Kellett Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $12M in Q1 2024.
1,047 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.