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

Modern 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	$21.5M	Sell	112,640 -1,685	-1%	-$288K	0.26%	99
2026 Q1	$15.4M	Buy	114,325 +4,037	+4%	+$569K	0.26%	96
2025 Q4	$15.9M	Buy	110,288 +1,640	+2%	+$237K	0.29%	87
2025 Q3	$15.3M	Buy	108,648 +2,844	+3%	+$377K	0.3%	86
2025 Q2	$13.4M	Buy	105,804 +94,014	+797%	+$10.4M	0.33%	75
2025 Q1	$1.22M	Sell	11,790 -26,196	-69%	-$2.97M	0.04%	280
2024 Q4	$4.42M	Buy	37,986 +8,166	+27%	+$950K	0.16%	120
2024 Q3	$3.37M	Buy	29,820 +4,744	+19%	+$521K	0.21%	83
2024 Q2	$2.84M	Buy	25,076 +2,754	+12%	+$290K	0.21%	66
2024 Q1	$2.32M	Buy	22,322 +19,690	+748%	+$1.99M	0.22%	65
2023 Q4	$253K	Buy	+2,632	New	+$234K	0.03%	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

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

Modern Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q2 2026, selling an estimated $288K and leaving 112,640 shares worth $21.5M. The position accounts for 0.26% of the portfolio, ranked #99.

Modern Wealth Management first reported a position in XLK in Q4 2023 and has held it in 11 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Modern Wealth Management held 112,640 shares of State Street Technology Select Sector SPDR ETF worth $21.5M as of Q2 2026.
Modern Wealth Management sold 1,685 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $288K.
State Street Technology Select Sector SPDR ETF made up 0.26% of Modern Wealth Management's portfolio in Q2 2026, its #99 holding.
Modern Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.