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

Peak 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	$239K	Buy	+1,253	New	+$214K	0.17%	51
2026 Q1	–	Sell	-3,371	Closed	-$485K	–	56
2025 Q4	$485K	Buy	+3,371	New	+$487K	0.41%	31

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 Wealth Management's XLK Position: Q2 2026 in Review

Peak Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,253 shares worth $239K. The stake represents 0.17% of the portfolio and ranks #51 among its holdings. This is a return to the name: Peak Wealth Management previously reported a position in XLK as recently as Q4 2025.

Peak Wealth Management first reported a position in XLK in Q4 2025 and has held it in 2 quarters since. The position peaked at $485K in Q4 2025. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Peak Wealth Management held 1,253 shares of State Street Technology Select Sector SPDR ETF worth $239K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Peak Wealth Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.17% of Peak Wealth Management's portfolio in Q2 2026, its #51 holding.
Peak Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
Peak Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $485K in Q4 2025.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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