Marshall & Sterling Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Marshall & Sterling 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	$394K	Buy	2,070 +1,860	+886%	+$318K	0.23%	73
2026 Q1	$27.9K	Buy	210 +190	+950%	+$26.8K	0.02%	183
2025 Q4	$2.88K	Sell	20 -452	-96%	-$65.3K	﹤0.01%	284
2025 Q3	$66.5K	Buy	472 +452	+2,260%	+$59.9K	0.04%	147
2025 Q2	$2.53K	Hold	20	–	–	﹤0.01%	526
2025 Q1	$2.06K	Hold	20	–	–	﹤0.01%	540
2024 Q4	$2.33K	Buy	+20	New	+$2.33K	﹤0.01%	302

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

Marshall & Sterling Wealth Advisors's XLK Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 886% in Q2 2026, buying an estimated $318K and bringing the position to 2,070 shares worth $394K. The position accounts for 0.23% of the portfolio, ranked #73.

Marshall & Sterling Wealth Advisors first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Marshall & Sterling Wealth Advisors held 2,070 shares of State Street Technology Select Sector SPDR ETF worth $394K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 1,860 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $318K.
State Street Technology Select Sector SPDR ETF made up 0.23% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #73 holding.
Marshall & Sterling Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.