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

Olistico 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 		$331K Buy
1,735
+23
+1% +$3.93K 0.14% 85
2026
Q1 		$228K Buy
1,712
+8
+0.5% +$1.13K 0.11% 94
2025
Q4 		$245K Hold
1,704
– – 0.12% 88
2025
Q3 		$240K Sell
1,704
-180
-10% -$23.8K 0.13% 89
2025
Q2 		$239K Buy
1,884
+12
+0.6% +$1.33K 0.13% 82
2025
Q1 		$193K Hold
1,872
– – 0.12% 101
2024
Q4 		$218K Hold
1,872
– – 0.13% 95
2024
Q3 		$211K Sell
1,872
-938
-33% -$103K 0.13% 96
2024
Q2 		$318K Buy
2,810
+2
+0.1% +$211 0.2% 82
2024
Q1 		$292K Hold
2,808
– – 0.21% 88
2023
Q4 		$270K Buy
2,808
+2
+0.1% +$178 0.21% 92
2023
Q3 		$230K Hold
2,806
– – 0.21% 97
2023
Q2 		$244K Buy
2,806
+2
+0.1% +$158 0.21% 100
2023
Q1 		$212K Buy
+2,804
New +$193K 0.2% 97

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Olistico Wealth's XLK Position: Q2 2026 in Review

Olistico Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q2 2026, buying an estimated $3.93K and bringing the position to 1,735 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #85.

Olistico Wealth first reported a position in XLK in Q1 2023 and has held it in 14 quarters since. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Olistico Wealth held 1,735 shares of State Street Technology Select Sector SPDR ETF worth $331K as of Q2 2026.
  • Olistico Wealth bought 23 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.93K.
  • State Street Technology Select Sector SPDR ETF made up 0.14% of Olistico Wealth's portfolio in Q2 2026, its #85 holding.
  • Olistico Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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