Meridian Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Meridian Wealth Management’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	$6.92M	Buy	36,329 +8,690	+31%	+$1.48M	0.21%	99
2026 Q1	$3.67M	Buy	27,639 +10,579	+62%	+$1.49M	0.13%	150
2025 Q4	$2.46M	Buy	17,060 +1,078	+7%	+$156K	0.09%	199
2025 Q3	$2.25M	Sell	15,982 -340	-2%	-$45K	0.09%	199
2025 Q2	$2.07M	Sell	16,322 -1,172	-7%	-$130K	0.09%	202
2025 Q1	$1.81M	Buy	17,494 +1,186	+7%	+$134K	0.09%	195
2024 Q4	$1.9M	Buy	16,308 +484	+3%	+$56.3K	0.09%	188
2024 Q3	$1.79M	Sell	15,824 -1,100	-6%	-$121K	0.09%	196
2024 Q2	$1.91M	Buy	+16,924	New	+$1.78M	0.23%	81
2024 Q1	–	Sell	-28,610	Closed	-$2.75M	–	586
2023 Q4	$2.75M	Sell	28,610 -5,222	-15%	-$465K	0.18%	134
2023 Q3	$2.77M	Sell	33,832 -428	-1%	-$36.7K	0.17%	118
2023 Q2	$2.98M	Sell	34,260 -10,210	-23%	-$805K	0.25%	82
2023 Q1	$3.36M	Buy	44,470 +2,248	+5%	+$155K	0.29%	79
2022 Q4	$2.63M	Buy	42,222 +15,268	+57%	+$970K	0.26%	90
2022 Q3	$1.6M	Sell	26,954 -338	-1%	-$23.1K	0.17%	126
2022 Q2	$1.74M	Buy	27,292 +1,822	+7%	+$127K	0.14%	158
2022 Q1	$2.02M	Buy	25,470 +1,052	+4%	+$82.6K	0.22%	96
2021 Q4	$2.12M	Buy	24,418 +1,816	+8%	+$150K	0.23%	91
2021 Q3	$1.69M	Buy	22,602 +6	+0%	+$463	0.21%	96
2021 Q2	$1.67M	Buy	22,596 +286	+1%	+$20K	0.21%	91
2021 Q1	$1.48M	Buy	22,310 +1,456	+7%	+$96.1K	0.22%	92
2020 Q4	$1.35M	Buy	20,854 +14,598	+233%	+$889K	0.22%	90
2020 Q3	$364K	Buy	+6,256	New	+$353K	0.09%	164

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

Meridian Wealth Management's XLK Position: Q2 2026 in Review

Meridian Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 31% in Q2 2026, buying an estimated $1.48M and bringing the position to 36,329 shares worth $6.92M. The position accounts for 0.21% of the portfolio, ranked #99.

Meridian Wealth Management first reported a position in XLK in Q3 2020 and has held it in 23 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Meridian Wealth Management held 36,329 shares of State Street Technology Select Sector SPDR ETF worth $6.92M as of Q2 2026.
Meridian Wealth Management bought 8,690 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.48M.
State Street Technology Select Sector SPDR ETF made up 0.21% of Meridian Wealth Management's portfolio in Q2 2026, its #99 holding.
Meridian Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.