MW
XLK icon

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

MBL 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 		$951K Sell
4,993
-425
-8% -$72.6K 0.06% 144
2026
Q1 		$720K Sell
5,418
-450
-8% -$63.4K 0.05% 151
2025
Q4 		$845K Buy
5,868
+400
+7% +$57.8K 0.07% 138
2025
Q3 		$771K Sell
5,468
-1,100
-17% -$146K 0.07% 127
2025
Q2 		$832K Buy
6,568
+800
+14% +$88.8K 0.08% 113
2025
Q1 		$595K Hold
5,768
– – 0.06% 125
2024
Q4 		$671K Sell
5,768
-150
-3% -$17.5K 0.07% 117
2024
Q3 		$668K Hold
5,918
– – 0.07% 117
2024
Q2 		$669K Hold
5,918
– – 0.07% 112
2024
Q1 		$616K Sell
5,918
-250
-4% -$25.3K 0.07% 114
2023
Q4 		$594K Sell
6,168
-262
-4% -$23.3K 0.07% 106
2023
Q3 		$527K Sell
6,430
-20
-0.3% -$1.72K 0.07% 110
2023
Q2 		$561K Sell
6,450
-230
-3% -$18.1K 0.08% 103
2023
Q1 		$504K Sell
6,680
-170
-2% -$11.7K 0.08% 98
2022
Q4 		$426K Sell
6,850
-970
-12% -$61.6K 0.08% 110
2022
Q3 		$464K Sell
7,820
-1,250
-14% -$85.3K 0.1% 98
2022
Q2 		$576K Sell
9,070
-2,960
-25% -$206K 0.14% 84
2022
Q1 		$956K Buy
+12,030
New +$944K 0.23% 65
2021
Q1 		$991K Buy
14,922
+1,702
+13% +$112K 0.35% 51
2020
Q4 		$859K Buy
+13,220
New +$805K 0.34% 51

Other funds holding XLK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cambridge Investment Research Advisors
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

MBL Wealth's XLK Position: Q2 2026 in Review

MBL Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.8% in Q2 2026, selling an estimated $72.6K and leaving 4,993 shares worth $951K. The position accounts for 0.06% of the portfolio, ranked #144.

MBL Wealth first reported a position in XLK in Q4 2020 and has held it in 20 quarters since. The position peaked at $991K in Q1 2021. 1,483 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • MBL Wealth held 4,993 shares of State Street Technology Select Sector SPDR ETF worth $951K as of Q2 2026.
  • MBL Wealth sold 425 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $72.6K.
  • State Street Technology Select Sector SPDR ETF made up 0.06% of MBL Wealth's portfolio in Q2 2026, its #144 holding.
  • MBL Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's State Street Technology Select Sector SPDR ETF position peaked at $991K in Q1 2021.
  • 1,483 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.