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Money Concepts Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Money Concepts Capital’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 		$23.3M Sell
122,230
-255
-0.2% -$43.6K 1.08% 15
2026
Q1 		$16.3M Sell
122,485
-915
-0.7% -$129K 0.9% 20
2025
Q4 		$17.8M Sell
123,400
-3,130
-2% -$452K 1% 16
2025
Q3 		$17.8M Sell
126,530
-19,568
-13% -$2.59M 1.1% 15
2025
Q2 		$18.5M Buy
146,098
+21,528
+17% +$2.39M 1.24% 13
2025
Q1 		$12.9M Buy
124,570
+1,034
+0.8% +$117K 0.96% 14
2024
Q4 		$14.4M Sell
123,536
-1,492
-1% -$174K 1.07% 16
2024
Q3 		$14.1M Buy
125,028
+292
+0.2% +$32.1K 1.07% 18
2024
Q2 		$14.1M Buy
124,736
+7,346
+6% +$773K 1.19% 18
2024
Q1 		$12.2M Buy
117,390
+2,418
+2% +$245K 1.13% 18
2023
Q4 		$11.1M Buy
114,972
+8,654
+8% +$770K 1.03% 20
2023
Q3 		$9.08M Buy
106,318
+2,362
+2% +$203K 0.95% 25
2023
Q2 		$9.04M Sell
103,956
-1,048,072
-91% -$82.6M 0.92% 32
2023
Q1 		$12.7M Buy
1,152,028
+958,696
+496% +$66M 0.71% 42
2022
Q4 		$12M Buy
193,332
+93,214
+93% +$5.92M 0.54% 47
2022
Q3 		$5.95M Buy
100,118
+3,764
+4% +$257K 0.35% 62
2022
Q2 		$6.14M Sell
96,354
-66,432
-41% -$4.63M 0.55% 41
2022
Q1 		$12.9M Buy
162,786
+61,514
+61% +$4.83M 0.73% 23
2021
Q4 		$8.8M Buy
+101,272
New +$8.34M 0.74% 27
2021
Q1 		$7.29M Sell
109,732
-2,458
-2% -$162K 0.58% 41
2020
Q4 		$7.29M Buy
+112,190
New +$6.83M 0.67% 36

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
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Money Concepts Capital's XLK Position: Q2 2026 in Review

Money Concepts Capital reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.21% in Q2 2026, selling an estimated $43.6K and leaving 122,230 shares worth $23.3M. The position accounts for 1.08% of the portfolio, ranked #15.

Money Concepts Capital first reported a position in XLK in Q4 2020 and has held it in 21 quarters since. 2,659 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Money Concepts Capital held 122,230 shares of State Street Technology Select Sector SPDR ETF worth $23.3M as of Q2 2026.
  • Money Concepts Capital sold 255 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $43.6K.
  • State Street Technology Select Sector SPDR ETF made up 1.08% of Money Concepts Capital's portfolio in Q2 2026, its #15 holding.
  • Money Concepts Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 21 quarters since.
  • 2,659 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.