Millstone Evans Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Millstone Evans Group’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	$98.2K	Buy	516 +216	+72%	+$36.9K	0.05%	243
2026 Q1	$39.9K	Hold	300	–	–	0.02%	364
2025 Q4	$43.2K	Hold	300	–	–	0.03%	352
2025 Q3	$42.3K	Buy	300 +82	+38%	+$10.9K	0.03%	338
2025 Q2	$27.6K	Buy	218 +56	+35%	+$6.21K	0.02%	405
2025 Q1	$16.7K	Hold	162	–	–	0.01%	465
2024 Q4	$18.8K	Buy	+162	New	+$18.8K	0.01%	425

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

Millstone Evans Group's XLK Position: Q2 2026 in Review

Millstone Evans Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 72% in Q2 2026, buying an estimated $36.9K and bringing the position to 516 shares worth $98.2K. The position accounts for 0.05% of the portfolio, ranked #243.

Millstone Evans Group first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Millstone Evans Group held 516 shares of State Street Technology Select Sector SPDR ETF worth $98.2K as of Q2 2026.
Millstone Evans Group bought 216 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $36.9K.
State Street Technology Select Sector SPDR ETF made up 0.05% of Millstone Evans Group's portfolio in Q2 2026, its #243 holding.
Millstone Evans Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.