KWMG LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

KWMG LLC’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	$57.8M	Buy	303,343 +5,041	+2%	+$861K	4.18%	2
2026 Q1	$39.6M	Buy	298,302 +8,613	+3%	+$1.21M	3.31%	2
2025 Q4	$41.7M	Sell	289,689 -4,287	-1%	-$619K	3.6%	2
2025 Q3	$41.4M	Buy	293,976 +9,056	+3%	+$1.2M	3.63%	2
2025 Q2	$36.1M	Sell	284,920 -14,192	-5%	-$1.57M	3.39%	3
2025 Q1	$30.9M	Buy	299,112 +230,166	+334%	+$26.1M	3.14%	4
2024 Q4	$8.02M	Sell	68,946 -590	-0.8%	-$68.6K	0.83%	33
2024 Q3	$7.85M	Sell	69,536 -232	-0.3%	-$25.5K	0.79%	37
2024 Q2	$7.89M	Sell	69,768 -326	-0.5%	-$34.3K	0.85%	34
2024 Q1	$7.3M	Buy	70,094 +7,640	+12%	+$773K	0.8%	38
2023 Q4	$6.01M	Buy	62,454 +43,142	+223%	+$3.84M	0.7%	47
2023 Q3	$1.58M	Sell	19,312 -3,390	-15%	-$291K	0.2%	95
2023 Q2	$1.97M	Sell	22,702 -8,920	-28%	-$703K	0.24%	94
2023 Q1	$2.39M	Sell	31,622 -4,384	-12%	-$302K	0.32%	93
2022 Q4	$2.24M	Sell	36,006 -4,582	-11%	-$291K	0.32%	94
2022 Q3	$2.41M	Sell	40,588 -942	-2%	-$64.3K	0.37%	92
2022 Q2	$2.64M	Buy	41,530 +710	+2%	+$49.5K	0.4%	90
2022 Q1	$3.24M	Sell	40,820 -1,144	-3%	-$89.8K	0.44%	86
2021 Q4	$3.65M	Sell	41,964 -8,284	-16%	-$682K	0.49%	75
2021 Q3	$3.75M	Sell	50,248 -3,332	-6%	-$257K	0.55%	69
2021 Q2	$4.01M	Sell	53,580 -1,602	-3%	-$112K	0.6%	57
2021 Q1	$3.66M	Sell	55,182 -16,048	-23%	-$1.06M	0.58%	62
2020 Q4	$4.63M	Sell	71,230 -12,482	-15%	-$760K	0.83%	28
2020 Q3	$4.88M	Sell	83,712 -2,880	-3%	-$163K	0.99%	25
2020 Q2	$4.52M	Sell	86,592 -988	-1%	-$46.5K	0.98%	26
2020 Q1	$3.52M	Sell	87,580 -154	-0.2%	-$7.03K	0.94%	28
2019 Q4	$4.02M	Buy	87,734 +470	+0.5%	+$20.1K	0.88%	27
2019 Q3	$3.51M	Sell	87,264 -25,576	-23%	-$1.02M	0.84%	27
2019 Q2	$4.4M	Buy	112,840 +111,814	+10,898%	+$4.26M	1.06%	20
2019 Q1	$38K	Hold	1,026	–	–	0.01%	188
2018 Q4	$32K	Hold	1,026	–	–	0.01%	195
2018 Q3	$39K	Hold	1,026	–	–	0.01%	181
2018 Q2	$36K	Buy	+1,026	New	+$35.2K	0.01%	182

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

KWMG LLC's XLK Position: Q2 2026 in Review

KWMG LLC increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.7% in Q2 2026, buying an estimated $861K and bringing the position to 303,343 shares worth $57.8M. The position accounts for 4.18% of the portfolio, ranked #2.

KWMG LLC first reported a position in XLK in Q2 2018 and has held it in 33 quarters since. 1,377 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

KWMG LLC held 303,343 shares of State Street Technology Select Sector SPDR ETF worth $57.8M as of Q2 2026.
KWMG LLC bought 5,041 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $861K.
State Street Technology Select Sector SPDR ETF made up 4.18% of KWMG LLC's portfolio in Q2 2026, its #2 holding.
KWMG LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 33 quarters since.
1,377 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.