Measured Wealth Private Client Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.5M Sell
91,922
-25,825
-22% -$4.41M 4.23% 5
2026
Q1
$15.6M Sell
117,747
-1,795
-2% -$253K 4.27% 7
2025
Q4
$17.2M Buy
119,542
+2,866
+2% +$414K 4.55% 5
2025
Q3
$16.4M Sell
116,676
-580
-0.5% -$76.8K 4.43% 7
2025
Q2
$14.8M Sell
117,256
-2,942
-2% -$326K 4.44% 8
2025
Q1
$12.4M Sell
120,198
-1,840
-2% -$209K 3.98% 8
2024
Q4
$14.2M Buy
122,038
+6,956
+6% +$809K 4.58% 6
2024
Q3
$13M Buy
115,082
+20,532
+22% +$2.25M 4.34% 8
2024
Q2
$10.7M Buy
94,550
+11,480
+14% +$1.21M 3.76% 7
2024
Q1
$8.65M Buy
83,070
+11,156
+16% +$1.13M 3.02% 8
2023
Q4
$6.92M Sell
71,914
-1,956
-3% -$174K 2.55% 8
2023
Q3
$6.05M Buy
73,870
+2,696
+4% +$231K 2.43% 8
2023
Q2
$6.19M Buy
71,174
+3,972
+6% +$313K 2.35% 9
2023
Q1
$5.07M Sell
67,202
-1,720
-2% -$118K 1.95% 9
2022
Q4
$4.29M Sell
68,922
-21,188
-24% -$1.35M 1.77% 10
2022
Q3
$5.35M Sell
90,110
-3,150
-3% -$215K 2.36% 9
2022
Q2
$5.93M Buy
93,260
+5,318
+6% +$370K 2.62% 6
2022
Q1
$6.99M Buy
87,942
+17,452
+25% +$1.37M 2.57% 6
2021
Q4
$6.13M Buy
70,490
+11,642
+20% +$959K 2.17% 9
2021
Q3
$4.39M Buy
+58,848
New +$4.54M 1.69% 10
2017
Q3
$452K Buy
+15,300
New +$441K 0.62% 29

Other funds holding XLK

Measured Wealth Private Client Group's XLK Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 22% in Q2 2026, selling an estimated $4.41M and leaving 91,922 shares worth $17.5M. The position accounts for 4.23% of the portfolio, ranked #5.

Measured Wealth Private Client Group first reported a position in XLK in Q3 2017 and has held it in 21 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Measured Wealth Private Client Group held 91,922 shares of State Street Technology Select Sector SPDR ETF worth $17.5M as of Q2 2026.
  • Measured Wealth Private Client Group sold 25,825 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $4.41M.
  • State Street Technology Select Sector SPDR ETF made up 4.23% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #5 holding.
  • Measured Wealth Private Client Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and has held it in 21 quarters since.
  • 2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.