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Liberty Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Liberty Wealth Management’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 		$818K Hold
6,156
– – 0.1% 112
2026
Q1 		$818K Buy
6,156
+458
+8% +$64.5K 0.1% 112
2025
Q4 		$820K Buy
5,698
+286
+5% +$41.3K 0.11% 99
2025
Q3 		$763K Buy
5,412
+22
+0.4% +$2.91K 0.11% 98
2025
Q2 		$682K Sell
5,390
-196
-4% -$21.8K 0.11% 104
2025
Q1 		$577K Sell
5,586
-394
-7% -$44.7K 0.11% 81
2024
Q4 		$695K Sell
5,980
-168
-3% -$19.5K 0.12% 96
2024
Q3 		$694K Buy
6,148
+606
+11% +$66.5K 0.12% 96
2024
Q2 		$627K Buy
5,542
+34
+0.6% +$3.58K 0.11% 101
2024
Q1 		$573K Sell
5,508
-958
-15% -$96.9K 0.11% 97
2023
Q4 		$622K Buy
6,466
+6
+0.1% +$534 0.13% 86
2023
Q3 		$529K Buy
6,460
+184
+3% +$15.8K 0.13% 90
2023
Q2 		$546K Buy
6,276
+936
+18% +$73.8K 0.13% 84
2023
Q1 		$403K Buy
+5,340
New +$367K 0.08% 140
2022
Q3 		$295K Buy
4,970
+658
+15% +$44.9K 0.08% 109
2022
Q2 		$274K Buy
4,312
+4
+0.1% +$279 0.11% 111
2022
Q1 		$342K Buy
+4,308
New +$338K 0.12% 98
2021
Q4 		– Sell
-4,872
Closed -$401K – 108
2021
Q3 		$364K Buy
4,872
+2,208
+83% +$170K 0.13% 103
2021
Q2 		$197K Buy
2,664
+1,194
+81% +$83.6K 0.08% 138
2021
Q1 		$97K Hold
1,470
– – 0.05% 184
2020
Q4 		$97K Buy
1,470
+80
+6% +$4.87K 0.05% 182
2020
Q3 		$81K Buy
1,390
+32
+2% +$1.81K 0.05% 180
2020
Q2 		$71K Buy
1,358
+88
+7% +$4.14K 0.05% 186
2020
Q1 		$51K Buy
1,270
+342
+37% +$15.6K 0.04% 209
2019
Q4 		$43K Buy
928
+2
+0.2% +$86 0.03% 277
2019
Q3 		$37K Sell
926
-48
-5% -$1.92K 0.04% 290
2019
Q2 		$38K Buy
974
+2
+0.2% +$76 0.03% 296
2019
Q1 		$36K Sell
972
-40
-4% -$1.37K 0.03% 260
2018
Q4 		$31K Buy
+1,012
New +$34.2K 0.02% 260

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

Liberty Wealth Management's XLK Position: Q2 2026 in Review

Liberty Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 6,156 shares worth $818K. The position accounts for 0.1% of the portfolio, ranked #112.

Liberty Wealth Management first reported a position in XLK in Q4 2018 and has held it in 29 quarters since. The position peaked at $820K in Q4 2025. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Liberty Wealth Management held 6,156 shares of State Street Technology Select Sector SPDR ETF worth $818K as of Q2 2026.
  • Liberty Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 0.1% of Liberty Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Liberty Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $820K in Q4 2025.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.