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

National Wealth Management Group’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	$582K	Buy	+3,057	New	+$522K	0.18%	105
2026 Q1	–	Sell	-1,427	Closed	-$205K	–	260
2025 Q4	$205K	Sell	1,427 -399	-22%	-$57.6K	0.07%	238
2025 Q3	$257K	Sell	1,826 -8	-0.4%	-$1.06K	0.1%	199
2025 Q2	$232K	Sell	1,834 -116	-6%	-$12.9K	0.13%	142
2025 Q1	$201K	Buy	1,950 +50	+3%	+$5.67K	0.13%	142
2024 Q4	$221K	Sell	1,900 -2,050	-52%	-$239K	0.15%	132
2024 Q3	$446K	Sell	3,950 -200	-5%	-$22K	0.3%	80
2024 Q2	$469K	Sell	4,150 -646	-13%	-$68K	0.36%	67
2024 Q1	$500K	Buy	4,796 +24	+0.5%	+$2.43K	0.39%	68
2023 Q4	$459K	Sell	4,772 -332	-7%	-$29.6K	0.44%	67
2023 Q3	$418K	Buy	5,104 +1,976	+63%	+$169K	0.45%	72
2023 Q2	$263K	Buy	+3,128	New	+$247K	0.27%	101
2023 Q1	–	Sell	-3,830	Closed	-$238K	–	172
2022 Q4	$238K	Sell	3,830 -6,672	-64%	-$424K	0.29%	114
2022 Q3	$624K	Sell	10,502 -94	-0.9%	-$6.42K	0.81%	26
2022 Q2	$674K	Sell	10,596 -22,410	-68%	-$1.56M	0.85%	29
2022 Q1	$2.62M	Buy	33,006 +9,596	+41%	+$753K	2.53%	8
2021 Q4	$2.04M	Buy	+23,410	New	+$1.93M	1.91%	10

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

National Wealth Management Group's XLK Position: Q2 2026 in Review

National Wealth Management Group opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 3,057 shares worth $582K. The stake represents 0.18% of the portfolio and ranks #105 among its holdings. This is a return to the name: National Wealth Management Group previously reported a position in XLK as recently as Q4 2025.

National Wealth Management Group first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.62M in Q1 2022. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

National Wealth Management Group held 3,057 shares of State Street Technology Select Sector SPDR ETF worth $582K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new National Wealth Management Group position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.18% of National Wealth Management Group's portfolio in Q2 2026, its #105 holding.
National Wealth Management Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
National Wealth Management Group's State Street Technology Select Sector SPDR ETF position peaked at $2.62M in Q1 2022.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.