Keudell/Morrison Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Keudell/Morrison 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	$5.76M	Sell	30,216 -82	-0.3%	-$14K	1.09%	20
2026 Q1	$4.03M	Buy	30,298 +102	+0.3%	+$14.4K	0.82%	25
2025 Q4	$4.35M	Buy	+30,196	New	+$4.36M	0.91%	23
2025 Q2	$3.73M	Hold	29,496	–	–	0.83%	22
2025 Q1	$3.05M	Hold	29,496	–	–	0.72%	25
2024 Q4	$3.43M	Hold	29,496	–	–	0.89%	24
2024 Q3	$3.33M	Hold	29,496	–	–	0.9%	22
2024 Q2	$3.34M	Hold	29,496	–	–	0.98%	20
2024 Q1	$3.07M	Sell	29,496 -8	-0%	-$809	0.93%	23
2023 Q4	$2.84M	Buy	29,504 +8	+0%	+$712	0.94%	22
2023 Q3	$2.42M	Hold	29,496	–	–	0.74%	25
2023 Q2	$2.56M	Hold	29,496	–	–	0.74%	24
2023 Q1	$2.23M	Hold	29,496	–	–	0.66%	27
2022 Q4	$1.84M	Sell	29,496 -3,480	-11%	-$221K	0.59%	30
2022 Q3	$1.96M	Sell	32,976 -24	-0.1%	-$1.64K	0.73%	24
2022 Q2	$2.1M	Buy	33,000 +500	+2%	+$34.8K	0.76%	25
2022 Q1	$2.58M	Buy	32,500 +2,606	+9%	+$205K	1.08%	17
2021 Q4	$2.6M	Buy	29,894 +100	+0.3%	+$8.23K	1.03%	16
2021 Q3	$2.22M	Buy	29,794 +14	+0%	+$1.08K	0.95%	20
2021 Q2	$2.2M	Sell	29,780 -320	-1%	-$22.4K	1.2%	21
2021 Q1	$2M	Hold	30,100	–	–	1.16%	21
2020 Q4	$1.96M	Hold	30,100	–	–	1.24%	19
2020 Q3	$1.76M	Sell	30,100 -400	-1%	-$22.6K	1.13%	21
2020 Q2	$1.57M	Buy	30,500 +400	+1%	+$18.8K	1.3%	20
2020 Q1	$1.21M	Hold	30,100	–	–	1.18%	23
2019 Q4	$1.38M	Hold	30,100	–	–	0.95%	28
2019 Q3	$1.21M	Hold	30,100	–	–	1%	30
2019 Q2	$1.17M	Hold	30,100	–	–	1.02%	31
2019 Q1	$1.11M	Buy	+30,100	New	+$1.03M	0.98%	34

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Keudell/Morrison Wealth Management's XLK Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.27% in Q2 2026, selling an estimated $14K and leaving 30,216 shares worth $5.76M. The position accounts for 1.09% of the portfolio, ranked #20.

Keudell/Morrison Wealth Management first reported a position in XLK in Q1 2019 and has held it in 29 quarters since. 536 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Keudell/Morrison Wealth Management held 30,216 shares of State Street Technology Select Sector SPDR ETF worth $5.76M as of Q2 2026.
Keudell/Morrison Wealth Management sold 82 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $14K.
State Street Technology Select Sector SPDR ETF made up 1.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #20 holding.
Keudell/Morrison Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
536 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.