Mowery & Schoenfeld Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Mowery & Schoenfeld 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	$152K	Hold	800	–	–	0.21%	74
2026 Q1	$106K	Hold	800	–	–	0.16%	86
2025 Q4	$115K	Hold	800	–	–	0.17%	83
2025 Q3	$113K	Hold	800	–	–	0.19%	76
2025 Q2	$101K	Hold	800	–	–	0.15%	78
2025 Q1	$82.6K	Hold	800	–	–	0.16%	97
2024 Q4	$93K	Hold	800	–	–	0.18%	76
2024 Q3	$90.3K	Hold	800	–	–	0.14%	67
2024 Q2	$90.5K	Hold	800	–	–	0.13%	64
2024 Q1	$83.3K	Hold	800	–	–	0.16%	59
2023 Q4	$77K	Buy	+800	New	+$71.2K	0.16%	62

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

Mowery & Schoenfeld Wealth Management's XLK Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 800 shares worth $152K. The position accounts for 0.21% of the portfolio, ranked #74.

Mowery & Schoenfeld 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.

Mowery & Schoenfeld Wealth Management held 800 shares of State Street Technology Select Sector SPDR ETF worth $152K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.21% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #74 holding.
Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.