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

Paulson 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	$466K	Sell	2,446 -438	-15%	-$74.8K	0.1%	86
2026 Q1	$383K	Hold	2,884	–	–	0.09%	89
2025 Q4	$415K	Hold	2,884	–	–	0.1%	91
2025 Q3	$406K	Sell	2,884 -378	-12%	-$50.1K	0.1%	95
2025 Q2	$413K	Sell	3,262 -4	-0.1%	-$444	0.11%	94
2025 Q1	$337K	Buy	3,266 +4	+0.1%	+$453	0.09%	98
2024 Q4	$379K	Sell	3,262 -282	-8%	-$32.8K	0.1%	95
2024 Q3	$400K	Hold	3,544	–	–	0.11%	97
2024 Q2	$401K	Hold	3,544	–	–	0.12%	90
2024 Q1	$369K	Hold	3,544	–	–	0.11%	102
2023 Q4	$341K	Hold	3,544	–	–	0.11%	99
2023 Q3	$290K	Hold	3,544	–	–	0.1%	106
2023 Q2	$308K	Hold	3,544	–	–	0.11%	97
2023 Q1	$268K	Hold	3,544	–	–	0.12%	76
2022 Q4	$221K	Hold	3,544	–	–	0.11%	83
2022 Q3	$210K	Hold	3,544	–	–	0.11%	74
2022 Q2	$225K	Hold	3,544	–	–	0.12%	66
2022 Q1	$282K	Hold	3,544	–	–	0.13%	66
2021 Q4	$308K	Hold	3,544	–	–	0.14%	67
2021 Q3	$265K	Hold	3,544	–	–	0.13%	76
2021 Q2	$262K	Hold	3,544	–	–	0.13%	74
2021 Q1	$254K	Hold	3,544	–	–	0.13%	75
2020 Q4	$230K	Sell	3,544 -104	-3%	-$6.33K	0.13%	73
2020 Q3	$213K	Buy	+3,648	New	+$206K	0.14%	81
2020 Q1	–	Sell	-8,056	Closed	-$391K	–	101
2019 Q4	$391K	Sell	8,056 -532	-6%	-$22.8K	0.28%	70
2019 Q3	$346K	Sell	8,588 -1,414	-14%	-$56.6K	0.26%	69
2019 Q2	$410K	Sell	10,002 -3,612	-27%	-$138K	0.31%	59
2019 Q1	$504K	Sell	13,614 -2,810	-17%	-$96.1K	0.38%	56
2018 Q4	$528K	Sell	16,424 -4,132	-20%	-$140K	0.44%	56
2018 Q3	$722K	Sell	20,556 -240	-1%	-$8.8K	0.65%	47
2018 Q2	$722K	Sell	20,796 -2,756	-12%	-$94.5K	0.71%	42
2018 Q1	$770K	Sell	23,552 -13,160	-36%	-$442K	0.77%	40
2017 Q4	$1.17M	Buy	+36,712	New	+$1.15M	1.03%	25

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Paulson Wealth Management's XLK Position: Q2 2026 in Review

Paulson Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 15% in Q2 2026, selling an estimated $74.8K and leaving 2,446 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #86.

Paulson Wealth Management first reported a position in XLK in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.17M in Q4 2017. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Paulson Wealth Management held 2,446 shares of State Street Technology Select Sector SPDR ETF worth $466K as of Q2 2026.
Paulson Wealth Management sold 438 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $74.8K.
State Street Technology Select Sector SPDR ETF made up 0.1% of Paulson Wealth Management's portfolio in Q2 2026, its #86 holding.
Paulson Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
Paulson Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.17M in Q4 2017.
2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.