Petros Family Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Petros Family Wealth’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	$1.01M	Buy	5,313 +518	+11%	+$88.5K	0.62%	45
2026 Q1	$637K	Sell	4,795 -355	-7%	-$50K	0.45%	55
2025 Q4	$741K	Buy	5,150 +3,118	+153%	+$450K	0.49%	53
2025 Q3	$286K	Hold	2,032	–	–	0.24%	104
2025 Q2	$257K	Hold	2,032	–	–	0.24%	106
2025 Q1	$210K	Hold	2,032	–	–	0.23%	114
2024 Q4	$236K	Buy	+2,032	New	+$236K	0.25%	108

Other funds holding XLK

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Petros Family Wealth's XLK Position: Q2 2026 in Review

Petros Family Wealth increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q2 2026, buying an estimated $88.5K and bringing the position to 5,313 shares worth $1.01M. The position accounts for 0.62% of the portfolio, ranked #45.

Petros Family Wealth first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 1,065 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Petros Family Wealth held 5,313 shares of State Street Technology Select Sector SPDR ETF worth $1.01M as of Q2 2026.
Petros Family Wealth bought 518 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $88.5K.
State Street Technology Select Sector SPDR ETF made up 0.62% of Petros Family Wealth's portfolio in Q2 2026, its #45 holding.
Petros Family Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,065 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.