Legacy Wealth Management (Idaho)’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Legacy Wealth Management (Idaho)’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	$1.69M	Buy	8,880 +7,724	+668%	+$1.32M	0.7%	32
2026 Q1	$154K	Buy	1,156 +296	+34%	+$41.7K	0.08%	136
2025 Q4	$124K	Hold	860	–	–	0.06%	133
2025 Q3	$121K	Sell	860 -40	-4%	-$5.3K	0.05%	117
2025 Q2	$114K	Sell	900 -292	-24%	-$32.4K	0.06%	103
2025 Q1	$123K	Buy	1,192 +734	+160%	+$83.2K	0.09%	92
2024 Q4	$53.3K	Hold	458	–	–	0.03%	118
2024 Q3	$53.9K	Buy	+458	New	+$50.3K	0.03%	116

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

Legacy Wealth Management (Idaho)'s XLK Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 668% in Q2 2026, buying an estimated $1.32M and bringing the position to 8,880 shares worth $1.69M. The position accounts for 0.7% of the portfolio, ranked #32.

Legacy Wealth Management (Idaho) first reported a position in XLK in Q3 2024 and has held it in 8 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Legacy Wealth Management (Idaho) held 8,880 shares of State Street Technology Select Sector SPDR ETF worth $1.69M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 7,724 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.32M.
State Street Technology Select Sector SPDR ETF made up 0.7% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #32 holding.
Legacy Wealth Management (Idaho) first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.