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

Northwest Wealth 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	$281K	Buy	+1,476	New	+$252K	0.04%	205
2026 Q1	–	Sell	-1,476	Closed	-$213K	–	279
2025 Q4	$213K	Hold	1,476	–	–	0.03%	235
2025 Q3	$208K	Buy	+1,476	New	+$195K	0.03%	211
2019 Q2	–	Sell	-64	Closed	-$2K	–	482
2019 Q1	$2K	Hold	64	–	–	﹤0.01%	489
2018 Q4	$2K	Hold	64	–	–	﹤0.01%	474
2018 Q3	$2K	Hold	64	–	–	﹤0.01%	490
2018 Q2	$2K	Hold	64	–	–	﹤0.01%	478
2018 Q1	$2K	Buy	+64	New	+$2.15K	﹤0.01%	492

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

Northwest Wealth Management's XLK Position: Q2 2026 in Review

Northwest Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,476 shares worth $281K. The stake represents 0.04% of the portfolio and ranks #205 among its holdings. This is a return to the name: Northwest Wealth Management previously reported a position in XLK as recently as Q4 2025.

Northwest Wealth Management first reported a position in XLK in Q1 2018 and has held it in 8 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Northwest Wealth Management held 1,476 shares of State Street Technology Select Sector SPDR ETF worth $281K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Northwest Wealth Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.04% of Northwest Wealth Management's portfolio in Q2 2026, its #205 holding.
Northwest Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2018 and has held it in 8 quarters since.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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