Medallion Wealth Advisors’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
$2.46M Sell
12,933
-1,313
-9% -$224K 0.78% 28
2026
Q1
$1.89M Buy
14,246
+1,030
+8% +$145K 0.62% 38
2025
Q4
$1.9M Buy
13,216
+288
+2% +$41.6K 0.64% 33
2025
Q3
$1.82M Sell
12,928
-442
-3% -$58.5K 0.65% 37
2025
Q2
$1.68M Sell
13,370
-532
-4% -$59K 0.65% 36
2025
Q1
$1.44M Buy
13,902
+2,564
+23% +$291K 0.66% 36
2024
Q4
$1.29M Buy
+11,338
New +$1.32M 0.64% 35

Other funds holding XLK

Medallion Wealth Advisors's XLK Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 9.2% in Q2 2026, selling an estimated $224K and leaving 12,933 shares worth $2.46M. The position accounts for 0.78% of the portfolio, ranked #28.

Medallion Wealth Advisors first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,668 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Medallion Wealth Advisors held 12,933 shares of State Street Technology Select Sector SPDR ETF worth $2.46M as of Q2 2026.
  • Medallion Wealth Advisors sold 1,313 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $224K.
  • State Street Technology Select Sector SPDR ETF made up 0.78% of Medallion Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Medallion Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,668 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.