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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return