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

Kingswood 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	$5.92M	Sell	31,047 -72	-0.2%	-$12.3K	0.24%	101
2026 Q1	$4.14M	Buy	31,119 +885	+3%	+$125K	0.2%	123
2025 Q4	$4.35M	Buy	30,234 +3,122	+12%	+$451K	0.21%	108
2025 Q3	$3.82M	Sell	27,112 -1,046	-4%	-$139K	0.23%	105
2025 Q2	$3.57M	Buy	28,158 +1,350	+5%	+$150K	0.28%	80
2025 Q1	$2.77M	Sell	26,808 -1,988	-7%	-$225K	0.25%	92
2024 Q4	$3.35M	Buy	28,796 +8,720	+43%	+$1.01M	0.25%	83
2024 Q3	$2.27M	Sell	20,076 -3,908	-16%	-$429K	0.16%	145
2024 Q2	$2.71M	Buy	23,984 +10,862	+83%	+$1.14M	0.24%	89
2024 Q1	$1.37M	Sell	13,122 -1,948	-13%	-$197K	0.16%	153
2023 Q4	$1.45M	Buy	15,070 +8,938	+146%	+$796K	0.16%	142
2023 Q3	$1.19M	Sell	6,132 -1,680	-22%	-$144K	0.2%	127
2023 Q2	$679K	Buy	+7,812	New	+$616K	0.22%	107

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.23% in Q2 2026, selling an estimated $12.3K and leaving 31,047 shares worth $5.92M. The position accounts for 0.24% of the portfolio, ranked #101.

Kingswood Wealth Advisors first reported a position in XLK in Q2 2023 and has held it in 13 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Kingswood Wealth Advisors held 31,047 shares of State Street Technology Select Sector SPDR ETF worth $5.92M as of Q2 2026.
Kingswood Wealth Advisors sold 72 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $12.3K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Kingswood 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.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.