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

MBM Wealth Consultants’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	–	Sell	-146	Closed	-$19.4K	–	380
2026 Q1	$19.4K	Buy	+146	New	+$20.6K	﹤0.01%	204
2023 Q2	–	Sell	-1,100	Closed	-$80K	–	273
2023 Q1	$80K	Hold	1,100	–	–	0.03%	138
2022 Q4	$68K	Hold	1,100	–	–	0.03%	148
2022 Q3	$67K	Hold	1,100	–	–	0.03%	140
2022 Q2	$70K	Sell	1,100 -54	-5%	-$3.76K	0.03%	135
2022 Q1	$92K	Sell	1,154 -250	-18%	-$19.6K	0.04%	134
2021 Q4	$122K	Hold	1,404	–	–	0.05%	116
2021 Q3	$105K	Hold	1,404	–	–	0.05%	127
2021 Q2	$104K	Hold	1,404	–	–	0.05%	121
2021 Q1	$93K	Hold	1,404	–	–	0.05%	117
2020 Q4	$91K	Hold	1,404	–	–	0.05%	107
2020 Q3	$82K	Hold	1,404	–	–	0.05%	107
2020 Q2	$73K	Sell	1,404 -50	-3%	-$2.35K	0.05%	103
2020 Q1	$58K	Hold	1,454	–	–	0.05%	102
2019 Q4	$67K	Hold	1,454	–	–	0.05%	108
2019 Q3	$59K	Hold	1,454	–	–	0.05%	115
2019 Q2	$58K	Hold	1,454	–	–	0.05%	118
2019 Q1	$54K	Hold	1,454	–	–	0.05%	122
2018 Q4	$45K	Buy	+1,454	New	+$49.2K	0.04%	135

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

MBM Wealth Consultants's XLK Position: Q2 2026 in Review

MBM Wealth Consultants sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026, closing a stake of 146 shares — an estimated $19.4K sold.

MBM Wealth Consultants first reported a position in XLK in Q4 2018 and held it in 19 quarters. The position peaked at $122K in Q4 2021. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

MBM Wealth Consultants reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 146 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $19.4K.
MBM Wealth Consultants first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's State Street Technology Select Sector SPDR ETF position peaked at $122K in Q4 2021.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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