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

MBE 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	$517K	Hold	2,712	–	–	0.18%	80
2026 Q1	$360K	Buy	2,712 +400	+17%	+$56.4K	0.15%	93
2025 Q4	$333K	Hold	2,312	–	–	0.14%	96
2025 Q3	$326K	Hold	2,312	–	–	0.14%	90
2025 Q2	$293K	Hold	2,312	–	–	0.13%	98
2025 Q1	$239K	Hold	2,312	–	–	0.11%	106
2024 Q4	$269K	Hold	2,312	–	–	0.15%	74
2024 Q3	$261K	Hold	2,312	–	–	0.14%	76
2024 Q2	$262K	Hold	2,312	–	–	0.16%	72
2024 Q1	$241K	Hold	2,312	–	–	0.15%	75
2023 Q4	$223K	Buy	+2,312	New	+$206K	0.11%	79
2023 Q3	–	Sell	-2,312	Closed	-$201K	–	92
2023 Q2	$201K	Buy	+2,312	New	+$182K	0.11%	72
2022 Q1	–	Sell	-2,312	Closed	-$201K	–	74
2021 Q4	$201K	Buy	+2,312	New	+$190K	0.1%	64
2020 Q2	–	Sell	-2,418	Closed	-$97K	–	541
2020 Q1	$97K	Buy	+2,418	New	+$110K	0.09%	73

Other funds holding XLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

MBE Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,712 shares worth $517K. The position accounts for 0.18% of the portfolio, ranked #80.

MBE Wealth Management first reported a position in XLK in Q1 2020 and has held it in 14 quarters since. 1,300 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

MBE Wealth Management held 2,712 shares of State Street Technology Select Sector SPDR ETF worth $517K as of Q2 2026.
MBE 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 0.18% of MBE Wealth Management's portfolio in Q2 2026, its #80 holding.
MBE Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2020 and has held it in 14 quarters since.
1,300 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.