McKinley Carter Wealth Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

McKinley Carter Wealth Services’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	$17.1M	Sell	89,814 -1,423	-2%	-$243K	0.88%	22
2026 Q1	$12.1M	Sell	91,237 -69,726	-43%	-$9.83M	0.7%	29
2025 Q4	$23.2M	Sell	160,963 -31,883	-17%	-$4.6M	1.29%	16
2025 Q3	$27.2M	Sell	192,846 -4,424	-2%	-$586K	1.42%	15
2025 Q2	$25M	Buy	197,270 +39,566	+25%	+$4.39M	1.39%	16
2025 Q1	$16.3M	Sell	157,704 -14,354	-8%	-$1.63M	1%	24
2024 Q4	$20M	Sell	172,058 -31,270	-15%	-$3.64M	1.22%	18
2024 Q3	$23M	Sell	203,328 -8,184	-4%	-$898K	1.39%	14
2024 Q2	$23.9M	Sell	211,512 -3,634	-2%	-$383K	1.52%	14
2024 Q1	$22.4M	Sell	215,146 -12,242	-5%	-$1.24M	1.5%	13
2023 Q4	$21.9M	Sell	227,388 -40,176	-15%	-$3.58M	1.6%	13
2023 Q3	$21.9M	Buy	267,564 +10,986	+4%	+$942K	1.74%	13
2023 Q2	$22.3M	Buy	256,578 +244,832	+2,084%	+$19.3M	1.67%	13
2023 Q1	$887K	Buy	11,746 +398	+4%	+$27.4K	0.07%	152
2022 Q4	$706K	Buy	11,348 +2,202	+24%	+$140K	0.06%	173
2022 Q3	$543K	Sell	9,146 -262	-3%	-$17.9K	0.05%	180
2022 Q2	$598K	Sell	9,408 -524	-5%	-$36.5K	0.05%	178
2022 Q1	$789K	Buy	9,932 +2,648	+36%	+$208K	0.06%	160
2021 Q4	$633K	Buy	7,284 +366	+5%	+$30.1K	0.05%	171
2021 Q3	$517K	Sell	6,918 -84	-1%	-$6.48K	0.04%	179
2021 Q2	$517K	Sell	7,002 -176	-2%	-$12.3K	0.04%	182
2021 Q1	$477K	Buy	7,178 +484	+7%	+$31.9K	0.04%	188
2020 Q4	$435K	Buy	+6,694	New	+$408K	0.06%	175
2018 Q2	–	Sell	-1,708	Closed	-$56K	–	400
2018 Q1	$56K	Buy	+1,708	New	+$57.4K	0.02%	252

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

McKinley Carter Wealth Services's XLK Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q2 2026, selling an estimated $243K and leaving 89,814 shares worth $17.1M. The position accounts for 0.88% of the portfolio, ranked #22.

McKinley Carter Wealth Services first reported a position in XLK in Q1 2018 and has held it in 24 quarters since. The position peaked at $27.2M in Q3 2025. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

McKinley Carter Wealth Services held 89,814 shares of State Street Technology Select Sector SPDR ETF worth $17.1M as of Q2 2026.
McKinley Carter Wealth Services sold 1,423 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $243K.
State Street Technology Select Sector SPDR ETF made up 0.88% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #22 holding.
McKinley Carter Wealth Services first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 24 quarters since.
McKinley Carter Wealth Services's State Street Technology Select Sector SPDR ETF position peaked at $27.2M in Q3 2025.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.