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

Mattern 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	$3.68M	Hold	19,324	–	–	0.6%	34
2026 Q1	$2.57M	Hold	19,324	–	–	0.5%	35
2025 Q4	$2.78M	Hold	19,324	–	–	0.54%	32
2025 Q3	$2.72M	Hold	19,324	–	–	0.54%	32
2025 Q2	$2.45M	Sell	19,324 -320	-2%	-$35.5K	0.51%	35
2025 Q1	$2.03M	Sell	19,644 -320	-2%	-$36.3K	0.45%	43
2024 Q4	$2.32M	Sell	19,964 -1,298	-6%	-$151K	0.51%	39
2024 Q3	$2.4M	Sell	21,262 -350	-2%	-$38.4K	0.53%	40
2024 Q2	$2.44M	Sell	21,612 -200	-0.9%	-$21.1K	0.59%	50
2024 Q1	$2.27M	Sell	21,812 -416	-2%	-$42.1K	0.55%	56
2023 Q4	$2.14M	Buy	22,228 +1,000	+5%	+$89K	0.55%	53
2023 Q3	$1.74M	Sell	21,228 -1,514	-7%	-$130K	0.51%	54
2023 Q2	$1.98M	Sell	22,742 -254	-1%	-$20K	0.58%	51
2023 Q1	$1.74M	Sell	22,996 -4,016	-15%	-$276K	0.57%	55
2022 Q4	$1.68M	Sell	27,012 -392	-1%	-$24.9K	0.68%	54
2022 Q3	$1.63M	Buy	27,404 +1,032	+4%	+$70.4K	0.65%	44
2022 Q2	$1.68M	Sell	26,372 -1,272	-5%	-$88.6K	0.66%	44
2022 Q1	$2.2M	Sell	27,644 -108,938	-80%	-$8.55M	0.72%	41
2021 Q4	$11.9M	Buy	136,582 +29,508	+28%	+$2.43M	3.49%	5
2021 Q3	$7.99M	Buy	107,074 +74,736	+231%	+$5.77M	2.69%	11
2021 Q2	$2.43M	Sell	32,338 -3,166	-9%	-$222K	0.77%	35
2021 Q1	$2.36M	Sell	35,504 -62,076	-64%	-$4.1M	0.83%	35
2020 Q4	$6.34M	Buy	97,580 +40,684	+72%	+$2.48M	2.4%	11
2020 Q3	$3.32M	Buy	56,896 +14,602	+35%	+$825K	1.42%	21
2020 Q2	$2.21M	Buy	42,294 +4,416	+12%	+$208K	1.07%	28
2020 Q1	$1.52M	Buy	37,878 +118	+0.3%	+$5.39K	1.1%	29
2019 Q4	$1.73M	Buy	+37,760	New	+$1.62M	1.04%	34

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

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

Mattern Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 19,324 shares worth $3.68M. The position accounts for 0.6% of the portfolio, ranked #34.

Mattern Wealth Management first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.9M in Q4 2021. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Mattern Wealth Management held 19,324 shares of State Street Technology Select Sector SPDR ETF worth $3.68M as of Q2 2026.
Mattern 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 0.6% of Mattern Wealth Management's portfolio in Q2 2026, its #34 holding.
Mattern Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Mattern Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $11.9M in Q4 2021.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.