Peak Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Peak Asset 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	$387K	Hold	2,032	–	–	0.06%	136
2026 Q1	$270K	Hold	2,032	–	–	0.05%	134
2025 Q4	$293K	Sell	2,032 -122	-6%	-$17.6K	0.05%	131
2025 Q3	$304K	Hold	2,154	–	–	0.05%	125
2025 Q2	$273K	Buy	+2,154	New	+$239K	0.05%	125
2017 Q4	–	Sell	-10,000	Closed	-$296K	–	146
2017 Q3	$296K	Hold	10,000	–	–	0.11%	110
2017 Q2	$274K	Hold	10,000	–	–	0.1%	113
2017 Q1	$267K	Hold	10,000	–	–	0.1%	123
2016 Q4	$242K	Hold	10,000	–	–	0.1%	129
2016 Q3	$239K	Hold	10,000	–	–	0.1%	121
2016 Q2	$217K	Hold	10,000	–	–	0.1%	122
2016 Q1	$222K	Hold	10,000	–	–	0.11%	117
2015 Q4	$214K	Buy	+10,000	New	+$215K	0.11%	111
2015 Q3	–	Sell	-16,464	Closed	-$341K	–	129
2015 Q2	$341K	Hold	16,464	–	–	0.18%	88
2015 Q1	$341K	Sell	16,464 -392	-2%	-$8.17K	0.17%	86
2014 Q4	$348K	Buy	+16,856	New	+$342K	0.18%	81

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

Peak Asset Management's XLK Position: Q2 2026 in Review

Peak Asset Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 2,032 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #136.

Peak Asset Management first reported a position in XLK in Q4 2014 and has held it in 16 quarters since. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Peak Asset Management held 2,032 shares of State Street Technology Select Sector SPDR ETF worth $387K as of Q2 2026.
Peak Asset Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.06% of Peak Asset Management's portfolio in Q2 2026, its #136 holding.
Peak Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 16 quarters since.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.