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

Monograph 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	$523K	Buy	2,746 +900	+49%	+$154K	0.04%	91
2026 Q1	$245K	Buy	+1,846	New	+$260K	0.02%	132
2025 Q2	–	Sell	-3,546	Closed	-$366K	–	132
2025 Q1	$366K	Hold	3,546	–	–	0.05%	85
2024 Q4	$412K	Hold	3,546	–	–	0.05%	80
2024 Q3	$400K	Buy	+3,546	New	+$389K	0.05%	82
2022 Q2	–	Sell	-8,386	Closed	-$666K	–	92
2022 Q1	$666K	Buy	8,386 +14	+0.2%	+$1.1K	0.17%	41
2021 Q4	$728K	Buy	+8,372	New	+$689K	0.18%	39

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

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

Monograph Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 49% in Q2 2026, buying an estimated $154K and bringing the position to 2,746 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #91.

Monograph Wealth Advisors first reported a position in XLK in Q4 2021 and has held it in 7 quarters since. The position peaked at $728K in Q4 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Monograph Wealth Advisors held 2,746 shares of State Street Technology Select Sector SPDR ETF worth $523K as of Q2 2026.
Monograph Wealth Advisors bought 900 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
State Street Technology Select Sector SPDR ETF made up 0.04% of Monograph Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Monograph Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
Monograph Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $728K in Q4 2021.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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