Pension & Wealth Management Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Pension & Wealth Management 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	$1.59M	Buy	8,337 +4	+0%	+$683	0.43%	40
2026 Q1	$1.11M	Buy	8,333 +3	+0%	+$423	0.33%	41
2025 Q4	$1.2M	Buy	8,330 +4	+0%	+$578	0.36%	43
2025 Q3	$1.17M	Sell	8,326 -504	-6%	-$66.7K	0.37%	44
2025 Q2	$1.12M	Buy	8,830 +4	+0%	+$444	0.37%	42
2025 Q1	$911K	Buy	8,826 +3,780	+75%	+$429K	0.34%	49
2024 Q4	$587K	Buy	5,046 +1,860	+58%	+$216K	0.23%	71
2024 Q3	$360K	Sell	3,186 -144	-4%	-$15.8K	0.18%	71
2024 Q2	$377K	Sell	3,330 -84	-2%	-$8.85K	0.22%	62
2024 Q1	$356K	Buy	3,414 +6	+0.2%	+$607	0.23%	64
2023 Q4	$328K	Buy	3,408 +6	+0.2%	+$534	0.21%	63
2023 Q3	$279K	Buy	3,402 +1,896	+126%	+$163K	0.2%	67
2023 Q2	$303K	Sell	1,506 -1,968	-57%	-$155K	0.22%	62
2023 Q1	$263K	Sell	3,474 -600	-15%	-$41.3K	0.21%	64
2022 Q4	$254K	Buy	+4,074	New	+$259K	0.22%	61

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pension & Wealth Management Advisors's XLK Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.05% in Q2 2026, buying an estimated $683 and bringing the position to 8,337 shares worth $1.59M. The position accounts for 0.43% of the portfolio, ranked #40.

Pension & Wealth Management Advisors first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. 2,563 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Pension & Wealth Management Advisors held 8,337 shares of State Street Technology Select Sector SPDR ETF worth $1.59M as of Q2 2026.
Pension & Wealth Management Advisors bought 4 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $683.
State Street Technology Select Sector SPDR ETF made up 0.43% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #40 holding.
Pension & Wealth Management Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
2,563 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.