New Wave Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.8M Buy
51,436
+8,211
+19% +$1.4M 2.67% 8
2026
Q1
$5.74M Sell
43,225
-7,122
-14% -$1M 1.99% 12
2025
Q4
$7.25M Buy
50,347
+1,133
+2% +$164K 2.65% 8
2025
Q3
$6.94M Buy
49,214
+1,120
+2% +$148K 2.7% 8
2025
Q2
$6.09M Sell
48,094
-16,526
-26% -$1.83M 2.59% 8
2025
Q1
$6.67M Buy
64,620
+11,938
+23% +$1.35M 2.99% 5
2024
Q4
$6.12M Buy
52,682
+196
+0.4% +$22.8K 2.51% 6
2024
Q3
$5.92M Buy
52,486
+3,266
+7% +$359K 2.73% 6
2024
Q2
$5.57M Buy
+49,220
New +$5.18M 2.99% 5

Other funds holding XLK

New Wave Wealth Advisors's XLK Position: Q2 2026 in Review

New Wave Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q2 2026, buying an estimated $1.4M and bringing the position to 51,436 shares worth $9.8M. The position accounts for 2.67% of the portfolio, ranked #8.

New Wave Wealth Advisors first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. 2,646 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • New Wave Wealth Advisors held 51,436 shares of State Street Technology Select Sector SPDR ETF worth $9.8M as of Q2 2026.
  • New Wave Wealth Advisors bought 8,211 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.4M.
  • State Street Technology Select Sector SPDR ETF made up 2.67% of New Wave Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • New Wave Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • 2,646 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.