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

Naviter Wealth’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	$1.83M	Buy	9,580 +104	+1%	+$17.8K	0.17%	129
2026 Q1	$1.26M	Hold	9,476	–	–	0.16%	137
2025 Q4	$1.36M	Sell	9,476 -268	-3%	-$38.7K	0.18%	136
2025 Q3	$1.37M	Buy	9,744 +516	+6%	+$68.3K	0.16%	144
2025 Q2	$1.17M	Buy	9,228 +200	+2%	+$22.2K	0.14%	154
2025 Q1	$932K	Hold	9,028	–	–	0.11%	178
2024 Q4	$1.05M	Buy	+9,028	New	+$1.05M	0.13%	170

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

Naviter Wealth's XLK Position: Q2 2026 in Review

Naviter Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.1% in Q2 2026, buying an estimated $17.8K and bringing the position to 9,580 shares worth $1.83M. The position accounts for 0.17% of the portfolio, ranked #129.

Naviter Wealth first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Naviter Wealth held 9,580 shares of State Street Technology Select Sector SPDR ETF worth $1.83M as of Q2 2026.
Naviter Wealth bought 104 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $17.8K.
State Street Technology Select Sector SPDR ETF made up 0.17% of Naviter Wealth's portfolio in Q2 2026, its #129 holding.
Naviter Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.