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

Mosley 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	$24.6K	Buy	+129	New	+$22K	0.01%	310
2024 Q4	$914K	Buy	7,888 +1,302	+20%	+$151K	0.57%	40
2024 Q3	$764K	Buy	6,586 +4,598	+231%	+$505K	0.52%	39
2024 Q2	$225K	Buy	+1,988	New	+$209K	0.19%	91

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 129 shares worth $24.6K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Mosley Wealth Management previously reported a position in XLK as recently as Q4 2024.

Mosley Wealth Management first reported a position in XLK in Q2 2024 and has held it in 4 quarters since. The position peaked at $914K in Q4 2024. 2,670 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Mosley Wealth Management held 129 shares of State Street Technology Select Sector SPDR ETF worth $24.6K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Mosley Wealth Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #310 holding.
Mosley Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 4 quarters since.
Mosley Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $914K in Q4 2024.
2,670 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.