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

NewEdge 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	$10.4M	Buy	54,670 +7,488	+16%	+$1.28M	0.1%	141
2026 Q1	$6.27M	Buy	47,182 +10,853	+30%	+$1.53M	0.07%	185
2025 Q4	$5.23M	Buy	36,329 +1,143	+3%	+$165K	0.06%	223
2025 Q3	$5.19M	Buy	35,186 +312	+0.9%	+$41.3K	0.07%	199
2025 Q2	$4.59M	Buy	34,874 +2,686	+8%	+$298K	0.07%	219
2025 Q1	$3.32M	Buy	32,188 +3,170	+11%	+$359K	0.06%	249
2024 Q4	$3.37M	Sell	29,018 -71,874	-71%	-$8.36M	0.06%	252
2024 Q3	$11.4M	Buy	100,892 +9,278	+10%	+$1.02M	0.21%	106
2024 Q2	$10.4M	Sell	91,614 -8,374	-8%	-$882K	0.22%	106
2024 Q1	$9.85M	Buy	99,988 +7,392	+8%	+$748K	0.22%	110
2023 Q4	$8.91M	Sell	92,596 -1,272	-1%	-$113K	0.23%	107
2023 Q3	$7.69M	Buy	93,868 +5,024	+6%	+$431K	0.24%	105
2023 Q2	$7.72M	Buy	88,844 +6,634	+8%	+$523K	0.26%	103
2023 Q1	$6.21M	Buy	82,210 +1,794	+2%	+$123K	0.24%	100
2022 Q4	$5M	Sell	80,416 -21,140	-21%	-$1.34M	0.22%	105
2022 Q3	$6.03M	Sell	101,556 -2,736	-3%	-$187K	0.29%	89
2022 Q2	$6.63M	Sell	104,292 -3,868	-4%	-$269K	0.3%	84
2022 Q1	$8.6M	Buy	108,160 +2,648	+3%	+$208K	0.38%	71
2021 Q4	$9.17M	Buy	105,512 +14,284	+16%	+$1.18M	0.38%	67
2021 Q3	$6.81M	Buy	91,228 +7,130	+8%	+$550K	0.41%	68
2021 Q2	$6.21M	Sell	84,098 -10,798	-11%	-$756K	0.47%	71
2021 Q1	$6.3M	Buy	94,896 +33,162	+54%	+$2.19M	0.63%	50
2020 Q4	$4.01M	Buy	+61,734	New	+$3.76M	1.23%	22

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

NewEdge Wealth's XLK Position: Q2 2026 in Review

NewEdge Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, buying an estimated $1.28M and bringing the position to 54,670 shares worth $10.4M. The position accounts for 0.1% of the portfolio, ranked #141.

NewEdge Wealth first reported a position in XLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.4M in Q3 2024. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

NewEdge Wealth held 54,670 shares of State Street Technology Select Sector SPDR ETF worth $10.4M as of Q2 2026.
NewEdge Wealth bought 7,488 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.28M.
State Street Technology Select Sector SPDR ETF made up 0.1% of NewEdge Wealth's portfolio in Q2 2026, its #141 holding.
NewEdge Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
NewEdge Wealth's State Street Technology Select Sector SPDR ETF position peaked at $11.4M in Q3 2024.
2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.