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

Mission 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 		$9.72M Buy
51,000
+8,461
+20% +$1.45M 0.12% 108
2026
Q1 		$5.65M Buy
42,539
+322
+0.8% +$45.4K 0.12% 97
2025
Q4 		$6.08M Sell
42,217
-411
-1% -$59.4K 0.12% 96
2025
Q3 		$6.01M Buy
42,628
+662
+2% +$87.7K 0.12% 97
2025
Q2 		$5.31M Buy
41,966
+1,588
+4% +$176K 0.11% 109
2025
Q1 		$4.17M Buy
40,378
+9,530
+31% +$1.08M 0.1% 116
2024
Q4 		$3.59M Buy
30,848
+256
+0.8% +$29.8K 0.08% 122
2024
Q3 		$3.45M Buy
30,592
+4,272
+16% +$469K 0.08% 129
2024
Q2 		$2.98M Buy
26,320
+1,280
+5% +$135K 0.08% 136
2024
Q1 		$2.61M Buy
25,040
+6,038
+32% +$611K 0.07% 150
2023
Q4 		$1.83M Buy
19,002
+808
+4% +$71.9K 0.06% 157
2023
Q3 		$1.49M Sell
18,194
-1,656
-8% -$142K 0.06% 165
2023
Q2 		$1.73M Sell
19,850
-2,748
-12% -$217K 0.07% 146
2023
Q1 		$1.71M Buy
22,598
+2,758
+14% +$190K 0.07% 148
2022
Q4 		$1.23M Buy
19,840
+1,026
+5% +$65.2K 0.06% 174
2022
Q3 		$1.12M Sell
18,814
-952
-5% -$65K 0.06% 173
2022
Q2 		$1.26M Buy
19,766
+5,578
+39% +$389K 0.07% 158
2022
Q1 		$1.13M Buy
14,188
+250
+2% +$19.6K 0.05% 179
2021
Q4 		$1.21M Sell
13,938
-100
-0.7% -$8.23K 0.05% 174
2021
Q3 		$1.05M Sell
14,038
-2,692
-16% -$208K 0.05% 170
2021
Q2 		$1.24M Buy
16,730
+1,118
+7% +$78.3K 0.07% 149
2021
Q1 		$1.04M Sell
15,612
-430
-3% -$28.4K 0.06% 149
2020
Q4 		$1.04M Buy
16,042
+410
+3% +$25K 0.07% 140
2020
Q3 		$912K Buy
15,632
+280
+2% +$15.8K 0.07% 136
2020
Q2 		$802K Buy
15,352
+4,432
+41% +$208K 0.07% 136
2020
Q1 		$439K Buy
10,920
+2,190
+25% +$100K 0.05% 170
2019
Q4 		$400K Buy
8,730
+820
+10% +$35.1K 0.04% 205
2019
Q3 		$318K Buy
+7,910
New +$316K 0.03% 222

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mission Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 20% in Q2 2026, buying an estimated $1.45M and bringing the position to 51,000 shares worth $9.72M. The position accounts for 0.12% of the portfolio, ranked #108.

Mission Wealth Management first reported a position in XLK in Q3 2019 and has held it in 28 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Mission Wealth Management held 51,000 shares of State Street Technology Select Sector SPDR ETF worth $9.72M as of Q2 2026.
  • Mission Wealth Management bought 8,461 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.45M.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of Mission Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Mission Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
  • 2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.