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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.85M Sell
9,733
-21,178
-69% -$3.62M 1.25% 27
2026
Q1
$4.11M Buy
30,911
+25,117
+434% +$3.54M 3.57% 11
2025
Q4
$834K Sell
5,794
-2,392
-29% -$345K 0.72% 37
2025
Q3
$1.15M Buy
+8,186
New +$1.08M 0.84% 35
2025
Q1
Sell
-7,118
Closed -$827K 96
2024
Q4
$827K Sell
7,118
-144
-2% -$16.8K 0.62% 45
2024
Q3
$820K Buy
+7,262
New +$797K 0.66% 47

Other funds holding XLK

Perissos Private Wealth Management's XLK Position: Q2 2026 in Review

Perissos Private Wealth Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 69% in Q2 2026, selling an estimated $3.62M and leaving 9,733 shares worth $1.85M. The position accounts for 1.25% of the portfolio, ranked #27.

Perissos Private Wealth Management first reported a position in XLK in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.11M in Q1 2026. 2,667 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Perissos Private Wealth Management held 9,733 shares of State Street Technology Select Sector SPDR ETF worth $1.85M as of Q2 2026.
  • Perissos Private Wealth Management sold 21,178 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.62M.
  • State Street Technology Select Sector SPDR ETF made up 1.25% of Perissos Private Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Perissos Private Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
  • Perissos Private Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $4.11M in Q1 2026.
  • 2,667 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.