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

Oakwell Private 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	$722K	Sell	3,789 -315	-8%	-$53.8K	0.12%	52
2026 Q1	$545K	Buy	4,104 +62	+2%	+$8.74K	0.1%	53
2025 Q4	$582K	Sell	4,042 -300	-7%	-$43.3K	0.11%	55
2025 Q3	$612K	Buy	4,342 +728	+20%	+$96.4K	0.12%	55
2025 Q2	$458K	Hold	3,614	–	–	0.11%	54
2025 Q1	$373K	Sell	3,614 -502	-12%	-$56.9K	0.1%	55
2024 Q4	$479K	Hold	4,116	–	–	0.13%	46
2024 Q3	$465K	Hold	4,116	–	–	0.13%	47
2024 Q2	$466K	Hold	4,116	–	–	0.13%	48
2024 Q1	$429K	Hold	4,116	–	–	0.13%	45
2023 Q4	$396K	Hold	4,116	–	–	0.14%	44
2023 Q3	$337K	Buy	4,116 +1,602	+64%	+$137K	0.14%	46
2023 Q2	$219K	Buy	+2,514	New	+$198K	0.09%	58
2022 Q1	–	Sell	-2,514	Closed	-$219K	–	63
2021 Q4	$219K	Buy	+2,514	New	+$207K	0.11%	58

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oakwell Private Wealth Management's XLK Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.7% in Q2 2026, selling an estimated $53.8K and leaving 3,789 shares worth $722K. The position accounts for 0.12% of the portfolio, ranked #52.

Oakwell Private Wealth Management first reported a position in XLK in Q4 2021 and has held it in 14 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Oakwell Private Wealth Management held 3,789 shares of State Street Technology Select Sector SPDR ETF worth $722K as of Q2 2026.
Oakwell Private Wealth Management sold 315 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $53.8K.
State Street Technology Select Sector SPDR ETF made up 0.12% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #52 holding.
Oakwell Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.