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

Marks Wealth’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	$534K	Buy	+2,802	New	+$479K	0.12%	12
2026 Q1	–	Sell	-2,565	Closed	-$369K	–	22
2025 Q4	$369K	Sell	2,565 -311,881	-99%	-$45M	0.12%	15
2025 Q3	$44.3M	Buy	314,446 +8,396	+3%	+$1.11M	13.69%	2
2025 Q2	$38.8M	Buy	+306,050	New	+$34M	12.57%	4
2025 Q1	–	Sell	-281,784	Closed	-$32.8M	–	24
2024 Q4	$32.8M	Buy	281,784 +24,458	+10%	+$2.85M	15.77%	3
2024 Q3	$29M	Buy	257,326 +118,082	+85%	+$13M	12.47%	2
2024 Q2	$15.8M	Buy	+139,244	New	+$14.7M	6.95%	4

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marks Wealth's XLK Position: Q2 2026 in Review

Marks Wealth opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 2,802 shares worth $534K. The stake represents 0.12% of the portfolio and ranks #12 among its holdings. This is a return to the name: Marks Wealth previously reported a position in XLK as recently as Q4 2025.

Marks Wealth first reported a position in XLK in Q2 2024 and has held it in 7 quarters since. The position peaked at $44.3M in Q3 2025. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Marks Wealth held 2,802 shares of State Street Technology Select Sector SPDR ETF worth $534K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Marks Wealth position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.12% of Marks Wealth's portfolio in Q2 2026, its #12 holding.
Marks Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
Marks Wealth's State Street Technology Select Sector SPDR ETF position peaked at $44.3M in Q3 2025.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Marks Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.