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

Ledgewood 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	$381K	Hold	2,000	–	–	0.2%	52
2026 Q1	$266K	Hold	2,000	–	–	0.15%	63
2025 Q4	$288K	Hold	2,000	–	–	0.17%	62
2025 Q3	$282K	Hold	2,000	–	–	0.17%	62
2025 Q2	$253K	Hold	2,000	–	–	0.16%	61
2025 Q1	$206K	Hold	2,000	–	–	0.13%	64
2024 Q4	$233K	Hold	2,000	–	–	0.15%	62
2024 Q3	$226K	Hold	2,000	–	–	0.15%	62
2024 Q2	$226K	Hold	2,000	–	–	0.2%	54
2024 Q1	$208K	Buy	+2,000	New	+$202K	0.19%	57

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

ONB

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Ledgewood Wealth Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,000 shares worth $381K. The position accounts for 0.2% of the portfolio, ranked #52.

Ledgewood Wealth Advisors first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Ledgewood Wealth Advisors held 2,000 shares of State Street Technology Select Sector SPDR ETF worth $381K as of Q2 2026.
Ledgewood Wealth Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.2% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Ledgewood Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.