PWM
XLK icon

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

Penobscot 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 		$1.94M Sell
10,159
-559
-5% -$95.5K 0.52% 28
2026
Q1 		$1.42M Sell
10,718
-210
-2% -$29.6K 0.42% 33
2025
Q4 		$1.57M Buy
10,928
+720
+7% +$104K 0.49% 30
2025
Q3 		$1.44M Buy
10,208
+280
+3% +$37.1K 0.46% 32
2025
Q2 		$1.26M Sell
9,928
-546
-5% -$60.6K 0.45% 34
2025
Q1 		$1.08M Buy
10,474
+5,344
+104% +$606K 0.45% 32
2024
Q4 		$596K Buy
5,130
+16
+0.3% +$1.86K 0.27% 44
2024
Q3 		$577K Sell
5,114
-86
-2% -$9.44K 0.31% 42
2024
Q2 		$605K Sell
5,200
-110
-2% -$11.6K 0.36% 37
2024
Q1 		$553K Sell
5,310
-260
-5% -$26.3K 0.35% 41
2023
Q4 		$536K Sell
5,570
-226
-4% -$20.1K 0.36% 45
2023
Q3 		$475K Sell
5,796
-170
-3% -$14.6K 0.36% 47
2023
Q2 		$519K Sell
5,966
-104
-2% -$8.2K 0.38% 44
2023
Q1 		$458K Sell
6,070
-190
-3% -$13.1K 0.36% 45
2022
Q4 		$390K Sell
6,260
-506
-7% -$32.1K 0.34% 50
2022
Q3 		$402K Buy
6,766
+146
+2% +$9.96K 0.39% 49
2022
Q2 		$421K Buy
6,620
+3,982
+151% +$277K 0.41% 48
2022
Q1 		$210K Buy
+2,638
New +$207K 0.19% 61

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Penobscot Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.2% in Q2 2026, selling an estimated $95.5K and leaving 10,159 shares worth $1.94M. The position accounts for 0.52% of the portfolio, ranked #28.

Penobscot Wealth Management first reported a position in XLK in Q1 2022 and has held it in 18 quarters since. 569 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Penobscot Wealth Management held 10,159 shares of State Street Technology Select Sector SPDR ETF worth $1.94M as of Q2 2026.
  • Penobscot Wealth Management sold 559 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $95.5K.
  • State Street Technology Select Sector SPDR ETF made up 0.52% of Penobscot Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Penobscot Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
  • 569 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.