Pacific Wealth Strategies Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pacific Wealth Strategies Group’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	$731K	Sell	3,836 -2,902	-43%	-$496K	0.42%	39
2026 Q1	$895K	Hold	6,738	–	–	0.56%	34
2025 Q4	$970K	Hold	6,738	–	–	0.55%	31
2025 Q3	$950K	Sell	6,738 -1,000	-13%	-$132K	0.58%	30
2025 Q2	$1.02M	Hold	7,738	–	–	0.67%	28
2025 Q1	$799K	Hold	7,738	–	–	0.59%	35
2024 Q4	$900K	Hold	7,738	–	–	0.63%	33
2024 Q3	$873K	Buy	7,738 +1,000	+15%	+$110K	0.65%	31
2024 Q2	$762K	Sell	6,738 -86	-1%	-$9.05K	0.63%	34
2024 Q1	$711K	Hold	6,824	–	–	0.59%	36
2023 Q4	$657K	Hold	6,824	–	–	0.63%	36
2023 Q3	$559K	Sell	6,824 -8,958	-57%	-$768K	0.59%	35
2023 Q2	$1.37M	Sell	15,782 -1,008	-6%	-$79.5K	1.4%	18
2023 Q1	$1.27M	Sell	16,790 -460	-3%	-$31.7K	1.45%	16
2022 Q4	$1.07M	Sell	17,250 -1,088	-6%	-$69.1K	1.44%	19
2022 Q3	$1.09M	Sell	18,338 -780	-4%	-$53.2K	1.52%	21
2022 Q2	$1.22M	Sell	19,118 -99,362	-84%	-$6.92M	1.57%	20
2022 Q1	$9.41M	Sell	118,480 -2,588	-2%	-$203K	3.95%	11
2021 Q4	$10.5M	Sell	121,068 -3,402	-3%	-$280K	3.67%	8
2021 Q3	$9.29M	Sell	124,470 -4,702	-4%	-$363K	3.44%	9
2021 Q2	$9.54M	Sell	129,172 -5,402	-4%	-$378K	3.65%	7
2021 Q1	$8.94M	Sell	134,574 -1,712	-1%	-$113K	3.75%	6
2020 Q4	$8.91M	Sell	136,286 -11,248	-8%	-$685K	3.85%	7
2020 Q3	$8.61M	Sell	147,534 -50,736	-26%	-$2.87M	4.52%	4
2020 Q2	$10.4M	Sell	198,270 -6,450	-3%	-$303K	5.76%	2
2020 Q1	$8.23M	Buy	204,720 +109,080	+114%	+$4.98M	5.61%	2
2019 Q4	$4.38M	Buy	95,640 +3,342	+4%	+$143K	2.42%	13
2019 Q3	$3.72M	Buy	92,298 +17,048	+23%	+$682K	2.29%	12
2019 Q2	$2.94M	Buy	75,250 +22	+0%	+$839	1.84%	17
2019 Q1	$2.78M	Buy	75,228 +7,230	+11%	+$247K	1.8%	17
2018 Q4	$2.11M	Buy	67,998 +45,698	+205%	+$1.55M	1.51%	24
2018 Q3	$840K	Buy	+22,300	New	+$818K	0.54%	63

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacific Wealth Strategies Group's XLK Position: Q2 2026 in Review

Pacific Wealth Strategies Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 43% in Q2 2026, selling an estimated $496K and leaving 3,836 shares worth $731K. The position accounts for 0.42% of the portfolio, ranked #39.

Pacific Wealth Strategies Group first reported a position in XLK in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.5M in Q4 2021. 777 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Pacific Wealth Strategies Group held 3,836 shares of State Street Technology Select Sector SPDR ETF worth $731K as of Q2 2026.
Pacific Wealth Strategies Group sold 2,902 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $496K.
State Street Technology Select Sector SPDR ETF made up 0.42% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #39 holding.
Pacific Wealth Strategies Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
Pacific Wealth Strategies Group's State Street Technology Select Sector SPDR ETF position peaked at $10.5M in Q4 2021.
777 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.