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

Modera 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 		$2.5M Buy
13,136
+206
+2% +$35.2K 0.03% 251
2026
Q1 		$1.72M Sell
12,930
-1,229
-9% -$173K 0.02% 271
2025
Q4 		$2.04M Sell
14,159
-1,073
-7% -$155K 0.02% 263
2025
Q3 		$2.15M Sell
15,232
-44
-0.3% -$5.83K 0.02% 257
2025
Q2 		$1.93M Buy
15,276
+702
+5% +$77.9K 0.02% 260
2025
Q1 		$1.5M Buy
14,574
+672
+5% +$76.2K 0.02% 276
2024
Q4 		$1.62M Buy
13,902
+2,978
+27% +$346K 0.02% 270
2024
Q3 		$1.23M Buy
10,924
+818
+8% +$89.8K 0.02% 278
2024
Q2 		$1.14M Buy
10,106
+6
+0.1% +$632 0.02% 276
2024
Q1 		$1.05M Buy
10,100
+76
+0.8% +$7.69K 0.02% 294
2023
Q4 		$965K Sell
10,024
-3,778
-27% -$336K 0.02% 291
2023
Q3 		$1.13M Buy
13,802
+1,868
+16% +$160K 0.02% 267
2023
Q2 		$1.04M Buy
11,934
+4,360
+58% +$344K 0.02% 292
2023
Q1 		$572K Buy
7,574
+400
+6% +$27.5K 0.02% 203
2022
Q4 		$446K Hold
7,174
– – 0.02% 226
2022
Q3 		$426K Sell
7,174
-214
-3% -$14.6K 0.02% 202
2022
Q2 		$470K Buy
7,388
+224
+3% +$15.6K 0.02% 198
2022
Q1 		$569K Buy
7,164
+22
+0.3% +$1.73K 0.03% 193
2021
Q4 		$621K Buy
7,142
+420
+6% +$34.6K 0.02% 238
2021
Q3 		$502K Buy
6,722
+566
+9% +$43.7K 0.03% 156
2021
Q2 		$454K Sell
6,156
-12
-0.2% -$841 0.02% 154
2021
Q1 		$410K Sell
6,168
-656
-10% -$43.3K 0.03% 153
2020
Q4 		$444K Buy
+6,824
New +$416K 0.04% 144

Other funds holding XLK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Modera Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q2 2026, buying an estimated $35.2K and bringing the position to 13,136 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #251.

Modera Wealth Management first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 1,836 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Modera Wealth Management held 13,136 shares of State Street Technology Select Sector SPDR ETF worth $2.5M as of Q2 2026.
  • Modera Wealth Management bought 206 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $35.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Modera Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,836 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.