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

PCG 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	$1.12M	Buy	5,864 +55	+0.9%	+$9.4K	0.25%	90
2026 Q1	$772K	Sell	5,809 -70	-1%	-$9.86K	0.2%	98
2025 Q4	$846K	Buy	5,879 +1	+0%	+$144	0.24%	87
2025 Q3	$828K	Hold	5,878	–	–	0.24%	89
2025 Q2	$744K	Hold	5,878	–	–	0.38%	52
2025 Q1	$607K	Buy	5,878 +200	+4%	+$22.7K	0.21%	82
2024 Q4	$660K	Hold	5,678	–	–	0.24%	79
2024 Q3	$641K	Buy	5,678 +58	+1%	+$6.37K	0.25%	74
2024 Q2	$636K	Sell	5,620 -2	-0%	-$211	0.28%	69
2024 Q1	$585K	Hold	5,622	–	–	0.28%	64
2023 Q4	$541K	Hold	5,622	–	–	0.3%	59
2023 Q3	$461K	Sell	5,622 -736	-12%	-$63.1K	0.3%	62
2023 Q2	$553K	Sell	6,358 -10,020	-61%	-$790K	0.34%	60
2023 Q1	$1.24M	Buy	16,378 +2,768	+20%	+$190K	0.78%	34
2022 Q4	$847K	Sell	13,610 -29,714	-69%	-$1.89M	0.54%	45
2022 Q3	$2.6M	Buy	43,324 +20,900	+93%	+$1.43M	0.93%	25
2022 Q2	$1.43M	Sell	22,424 -2,868	-11%	-$200K	1.02%	20
2022 Q1	$2.01M	Sell	25,292 -11,010	-30%	-$864K	1.28%	21
2021 Q4	$3.15M	Buy	+36,302	New	+$2.99M	2.19%	13

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

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

PCG Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.95% in Q2 2026, buying an estimated $9.4K and bringing the position to 5,864 shares worth $1.12M. The position accounts for 0.25% of the portfolio, ranked #90.

PCG Wealth Advisors first reported a position in XLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.15M in Q4 2021. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

PCG Wealth Advisors held 5,864 shares of State Street Technology Select Sector SPDR ETF worth $1.12M as of Q2 2026.
PCG Wealth Advisors bought 55 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $9.4K.
State Street Technology Select Sector SPDR ETF made up 0.25% of PCG Wealth Advisors's portfolio in Q2 2026, its #90 holding.
PCG Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $3.15M in Q4 2021.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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