Melone Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Melone Private Wealth’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	$282K	Buy	+1,480	New	+$253K	0.11%	54
2026 Q1	–	Sell	-1,552	Closed	-$223K	–	63
2025 Q4	$223K	Hold	1,552	–	–	0.09%	58
2025 Q3	$219K	Buy	+1,552	New	+$206K	0.1%	55
2025 Q1	–	Sell	-1,936	Closed	-$225K	–	51
2024 Q4	$225K	Buy	1,936 +2	+0.1%	+$233	0.12%	48
2024 Q3	$218K	Buy	+1,934	New	+$212K	0.12%	48

Other funds holding XLK

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return