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

Peterson 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	$512K	Buy	2,690 +173	+7%	+$29.6K	0.24%	33
2026 Q1	$334K	Buy	2,517 +294	+13%	+$41.4K	0.19%	37
2025 Q4	$320K	Sell	2,223 -519	-19%	-$75K	0.24%	32
2025 Q3	$386K	Buy	2,742 +228	+9%	+$30.2K	0.27%	33
2025 Q2	$318K	Sell	2,514 -54,434	-96%	-$6.04M	0.19%	34
2025 Q1	$5.88M	Buy	56,948 +866	+2%	+$98.2K	3.96%	8
2024 Q4	$6.52M	Buy	56,082 +2,920	+5%	+$340K	3.88%	8
2024 Q3	$6M	Buy	53,162 +3,972	+8%	+$436K	3.84%	7
2024 Q2	$5.56M	Buy	49,190 +4,724	+11%	+$497K	3.44%	8
2024 Q1	$4.63M	Buy	44,466 +1,338	+3%	+$135K	3.34%	7
2023 Q4	$4.15M	Sell	43,128 -4,648	-10%	-$414K	3.74%	6
2023 Q3	$3.92M	Buy	47,776 +8,036	+20%	+$689K	3.22%	8
2023 Q2	$3.45M	Buy	39,740 +1,856	+5%	+$146K	2.74%	12
2023 Q1	$2.86M	Sell	37,884 -310	-0.8%	-$21.3K	2.74%	10
2022 Q4	$2.38M	Sell	38,194 -748	-2%	-$47.5K	2.42%	10
2022 Q3	$2.31M	Buy	38,942 +30,642	+369%	+$2.09M	2.16%	12
2022 Q2	$528K	Sell	8,300 -32,942	-80%	-$2.29M	0.68%	36
2022 Q1	$3.28M	Sell	41,242 -27,738	-40%	-$2.18M	2.2%	13
2021 Q4	$6M	Buy	68,980 +2,558	+4%	+$211K	4%	6
2021 Q3	$4.96M	Buy	66,422 +1,976	+3%	+$152K	3.84%	8
2021 Q2	$4.76M	Sell	64,446 -31,500	-33%	-$2.21M	3.71%	8
2021 Q1	$6.37M	Sell	95,946 -21,800	-19%	-$1.44M	5.41%	6
2020 Q4	$7.66M	Buy	117,746 +3,530	+3%	+$215K	6.21%	5
2020 Q3	$6.66M	Sell	114,216 -9,118	-7%	-$515K	5.9%	7
2020 Q2	$6.44M	Buy	123,334 +9,268	+8%	+$436K	6.4%	4
2020 Q1	$4.58M	Sell	114,066 -39,488	-26%	-$1.8M	5.58%	6
2019 Q4	$7.3M	Buy	+153,554	New	+$6.57M	6.63%	5

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

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

Peterson Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 6.9% in Q2 2026, buying an estimated $29.6K and bringing the position to 2,690 shares worth $512K. The position accounts for 0.24% of the portfolio, ranked #33.

Peterson Wealth Management first reported a position in XLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.66M in Q4 2020. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Peterson Wealth Management held 2,690 shares of State Street Technology Select Sector SPDR ETF worth $512K as of Q2 2026.
Peterson Wealth Management bought 173 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $29.6K.
State Street Technology Select Sector SPDR ETF made up 0.24% of Peterson Wealth Management's portfolio in Q2 2026, its #33 holding.
Peterson Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Peterson Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $7.66M in Q4 2020.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.