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

Outlook Wealth Advisors’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	$665K	Buy	3,490 +56	+2%	+$9.57K	0.14%	149
2026 Q1	$456K	Hold	3,434	–	–	0.11%	185
2025 Q4	$494K	Sell	3,434 -256	-7%	-$37K	0.11%	165
2025 Q3	$520K	Buy	3,690 +212	+6%	+$28.1K	0.13%	153
2025 Q2	$440K	Sell	3,478 -460	-12%	-$51K	0.11%	169
2025 Q1	$407K	Sell	3,938 -1,216	-24%	-$138K	0.11%	171
2024 Q4	$599K	Buy	5,154 +490	+11%	+$57K	0.17%	119
2024 Q3	$526K	Buy	4,664 +726	+18%	+$79.7K	0.15%	126
2024 Q2	$445K	Hold	3,938	–	–	0.14%	147
2024 Q1	$410K	Sell	3,938 -110	-3%	-$11.1K	0.13%	160
2023 Q4	$390K	Sell	4,048 -810	-17%	-$72.1K	0.14%	143
2023 Q3	$398K	Buy	4,858 +190	+4%	+$16.3K	0.15%	142
2023 Q2	$406K	Hold	4,668	–	–	0.15%	142
2023 Q1	$352K	Sell	4,668 -288	-6%	-$19.8K	0.16%	139
2022 Q4	$308K	Hold	4,956	–	–	0.15%	130
2022 Q3	$295K	Sell	4,956 -912	-16%	-$62.2K	0.13%	145
2022 Q2	$373K	Buy	5,868 +156	+3%	+$10.9K	0.15%	142
2022 Q1	$454K	Sell	5,712 -14	-0.2%	-$1.1K	0.15%	145
2021 Q4	$498K	Buy	5,726 +1,178	+26%	+$97K	0.15%	139
2021 Q3	$340K	Sell	4,548 -10	-0.2%	-$772	0.11%	169
2021 Q2	$337K	Buy	+4,558	New	+$319K	0.11%	173
2019 Q1	–	Sell	-78,140	Closed	-$2.42M	–	189
2018 Q4	$2.42M	Buy	+78,140	New	+$2.64M	1.1%	17

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

Outlook Wealth Advisors's XLK Position: Q2 2026 in Review

Outlook Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q2 2026, buying an estimated $9.57K and bringing the position to 3,490 shares worth $665K. The position accounts for 0.14% of the portfolio, ranked #149.

Outlook Wealth Advisors first reported a position in XLK in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.42M in Q4 2018. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Outlook Wealth Advisors held 3,490 shares of State Street Technology Select Sector SPDR ETF worth $665K as of Q2 2026.
Outlook Wealth Advisors bought 56 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $9.57K.
State Street Technology Select Sector SPDR ETF made up 0.14% of Outlook Wealth Advisors's portfolio in Q2 2026, its #149 holding.
Outlook Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 22 quarters since.
Outlook Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $2.42M in Q4 2018.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.