Moneywise Inc’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Moneywise Inc’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	$6.42M	Buy	+33,719	New	+$5.76M	2.4%	15
2026 Q1	–	Sell	-47,404	Closed	-$6.82M	–	90
2025 Q4	$6.82M	Sell	47,404 -2,712	-5%	-$392K	2.84%	11
2025 Q3	$7.06M	Buy	50,116 +15,574	+45%	+$2.06M	3.2%	10
2025 Q2	$4.37M	Buy	+34,542	New	+$3.83M	2.05%	13

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

Moneywise Inc's XLK Position: Q2 2026 in Review

Moneywise Inc opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 33,719 shares worth $6.42M. The stake represents 2.4% of the portfolio and ranks #15 among its holdings. This is a return to the name: Moneywise Inc previously reported a position in XLK as recently as Q4 2025.

Moneywise Inc first reported a position in XLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.06M in Q3 2025. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Moneywise Inc held 33,719 shares of State Street Technology Select Sector SPDR ETF worth $6.42M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Moneywise Inc position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 2.4% of Moneywise Inc's portfolio in Q2 2026, its #15 holding.
Moneywise Inc first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Moneywise Inc's State Street Technology Select Sector SPDR ETF position peaked at $7.06M in Q3 2025.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.