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Legacy Capital Group California’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Capital Group California’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 		$2.31M Sell
12,120
-2,318
-16% -$396K 0.7% 21
2026
Q1 		$1.92M Sell
14,438
-69
-0.5% -$9.72K 0.73% 19
2025
Q4 		$2.09M Sell
14,507
-605
-4% -$87.4K 0.51% 37
2025
Q3 		$2.13M Sell
15,112
-98
-0.6% -$13K 0.54% 28
2025
Q2 		$1.93M Sell
15,210
-304
-2% -$33.7K 0.53% 30
2025
Q1 		$1.6M Buy
15,514
+3,652
+31% +$414K 0.56% 29
2024
Q4 		$1.38M Buy
11,862
+3,406
+40% +$396K 0.42% 49
2024
Q3 		$955K Buy
8,456
+2,158
+34% +$237K 0.32% 78
2024
Q2 		$713K Buy
6,298
+2,808
+80% +$296K 0.26% 119
2024
Q1 		$364K Buy
+3,490
New +$353K 0.13% 200

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Capital Group California's XLK Position: Q2 2026 in Review

Legacy Capital Group California reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, selling an estimated $396K and leaving 12,120 shares worth $2.31M. The position accounts for 0.7% of the portfolio, ranked #21.

Legacy Capital Group California first reported a position in XLK in Q1 2024 and has held it in 10 quarters since. 2,650 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Legacy Capital Group California held 12,120 shares of State Street Technology Select Sector SPDR ETF worth $2.31M as of Q2 2026.
  • Legacy Capital Group California sold 2,318 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $396K.
  • State Street Technology Select Sector SPDR ETF made up 0.7% of Legacy Capital Group California's portfolio in Q2 2026, its #21 holding.
  • Legacy Capital Group California first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,650 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.