MTM Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

MTM Investment 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	$3.56M	Buy	18,662 +116	+0.6%	+$19.8K	1.01%	23
2026 Q1	$2.46M	Buy	18,546 +12	+0.1%	+$1.69K	0.78%	29
2025 Q4	$2.67M	Sell	18,534 -384	-2%	-$55.5K	0.85%	27
2025 Q3	$2.67M	Sell	18,918 -6	-0%	-$795	0.85%	26
2025 Q2	$2.4M	Buy	18,924 +18	+0.1%	+$2K	0.8%	26
2025 Q1	$1.97M	Sell	18,906 -184	-1%	-$20.9K	0.76%	34
2024 Q4	$2.22M	Sell	19,090 -318	-2%	-$37K	0.85%	31
2024 Q3	$2.19M	Buy	19,408 +58	+0.3%	+$6.37K	0.85%	29
2024 Q2	$2.19M	Buy	19,350 +232	+1%	+$24.4K	0.9%	29
2024 Q1	$1.99M	Buy	19,118 +30	+0.2%	+$3.03K	0.82%	31
2023 Q4	$1.84M	Buy	19,088 +38	+0.2%	+$3.38K	0.84%	32
2023 Q3	$1.56M	Sell	19,050 -1,006	-5%	-$86.3K	0.79%	33
2023 Q2	$1.74M	Sell	20,056 -456	-2%	-$35.9K	0.85%	30
2023 Q1	$1.55M	Buy	20,512 +434	+2%	+$29.9K	0.8%	30
2022 Q4	$1.25M	Buy	20,078 +1,654	+9%	+$105K	0.65%	46
2022 Q3	$1.09M	Buy	18,424 +328	+2%	+$22.4K	0.62%	48
2022 Q2	$1.15M	Buy	18,096 +140	+0.8%	+$9.75K	0.62%	46
2022 Q1	$1.43M	Buy	17,956 +120	+0.7%	+$9.42K	0.69%	40
2021 Q4	$1.55M	Sell	17,836 -1,200	-6%	-$98.8K	0.74%	38
2021 Q3	$1.42M	Hold	19,036	–	–	0.77%	39
2021 Q2	$1.41M	Hold	19,036	–	–	0.74%	41
2021 Q1	$1.26M	Sell	19,036 -230	-1%	-$15.2K	0.71%	42
2020 Q4	$1.25M	Buy	+19,266	New	+$1.17M	0.77%	36

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

MTM Investment Management's XLK Position: Q2 2026 in Review

MTM Investment Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.63% in Q2 2026, buying an estimated $19.8K and bringing the position to 18,662 shares worth $3.56M. The position accounts for 1.01% of the portfolio, ranked #23.

MTM Investment Management first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

MTM Investment Management held 18,662 shares of State Street Technology Select Sector SPDR ETF worth $3.56M as of Q2 2026.
MTM Investment Management bought 116 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $19.8K.
State Street Technology Select Sector SPDR ETF made up 1.01% of MTM Investment Management's portfolio in Q2 2026, its #23 holding.
MTM Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.