MWA
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MN Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

MN Wealth Advisors’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 		$1.78M Sell
9,364
-1,914
-17% -$327K 0.76% 24
2026
Q1 		$1.5M Buy
11,278
+8,821
+359% +$1.24M 0.73% 27
2025
Q4 		$354K Buy
2,457
+3
+0.1% +$433 0.18% 82
2025
Q3 		$346K Buy
2,454
+2
+0.1% +$265 0.18% 85
2025
Q2 		$311K Sell
2,452
-104
-4% -$11.5K 0.18% 88
2025
Q1 		$264K Buy
2,556
+104
+4% +$11.8K 0.16% 91
2024
Q4 		$285K Sell
2,452
-2
-0.1% -$233 0.16% 83
2024
Q3 		$277K Sell
2,454
-8
-0.3% -$878 0.16% 81
2024
Q2 		$279K Buy
2,462
+20
+0.8% +$2.11K 0.16% 85
2024
Q1 		$254K Sell
2,442
-276
-10% -$27.9K 0.16% 80
2023
Q4 		$262K Buy
+2,718
New +$242K 0.18% 76

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MN Wealth Advisors reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, selling an estimated $327K and leaving 9,364 shares worth $1.78M. The position accounts for 0.76% of the portfolio, ranked #24.

MN Wealth Advisors first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • MN Wealth Advisors held 9,364 shares of State Street Technology Select Sector SPDR ETF worth $1.78M as of Q2 2026.
  • MN Wealth Advisors sold 1,914 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $327K.
  • State Street Technology Select Sector SPDR ETF made up 0.76% of MN Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • MN Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.