McAdam LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

McAdam LLC’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	$1.8M	Sell	9,469 -1,479	-14%	-$253K	0.07%	111
2026 Q1	$1.45M	Buy	10,948 +1,482	+16%	+$209K	0.07%	130
2025 Q4	$1.36M	Buy	9,466 +4,178	+79%	+$603K	0.06%	127
2025 Q3	$745K	Sell	5,288 -1,640	-24%	-$217K	0.04%	171
2025 Q2	$877K	Buy	6,928 +1,846	+36%	+$205K	0.05%	148
2025 Q1	$525K	Sell	5,082 -4,336	-46%	-$492K	0.03%	188
2024 Q4	$1.09M	Sell	9,418 -680	-7%	-$79.1K	0.06%	130
2024 Q3	$1.14M	Sell	10,098 -202	-2%	-$22.2K	0.06%	122
2024 Q2	$1.17M	Buy	10,300 +844	+9%	+$88.9K	0.07%	110
2024 Q1	$985K	Buy	9,456 +3,714	+65%	+$376K	0.06%	122
2023 Q4	$553K	Buy	5,742 +124	+2%	+$11K	0.04%	155
2023 Q3	$460K	Buy	5,618 +52	+0.9%	+$4.46K	0.04%	163
2023 Q2	$484K	Buy	5,566 +284	+5%	+$22.4K	0.04%	154
2023 Q1	$399K	Buy	+5,282	New	+$363K	0.04%	167
2022 Q3	–	Sell	-3,332	Closed	-$212K	–	226
2022 Q2	$212K	Buy	3,332 +784	+31%	+$54.6K	0.02%	206
2022 Q1	$202K	Buy	+2,548	New	+$200K	0.02%	203
2018 Q4	–	Sell	-796	Closed	-$30K	–	633
2018 Q3	$30K	Buy	796 +74	+10%	+$2.71K	0.01%	209
2018 Q2	$25K	Buy	722 +372	+106%	+$12.8K	0.01%	213
2018 Q1	$11K	Buy	+350	New	+$11.8K	0.01%	323

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

McAdam LLC's XLK Position: Q2 2026 in Review

McAdam LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q2 2026, selling an estimated $253K and leaving 9,469 shares worth $1.8M. The position accounts for 0.07% of the portfolio, ranked #111.

McAdam LLC first reported a position in XLK in Q1 2018 and has held it in 19 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

McAdam LLC held 9,469 shares of State Street Technology Select Sector SPDR ETF worth $1.8M as of Q2 2026.
McAdam LLC sold 1,479 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $253K.
State Street Technology Select Sector SPDR ETF made up 0.07% of McAdam LLC's portfolio in Q2 2026, its #111 holding.
McAdam LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 19 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.