PPS&V Asset Management Consultants’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

PPS&V Asset Management Consultants’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	$213K	Buy	+1,118	New	+$191K	0.12%	38
2025 Q4	–	Sell	-1,602	Closed	-$226K	–	43
2025 Q3	$226K	Hold	1,602	–	–	0.13%	43
2025 Q2	$203K	Buy	+1,602	New	+$178K	0.13%	41
2024 Q4	–	Sell	-2,058	Closed	-$232K	–	41
2024 Q3	$232K	Sell	2,058 -2	-0.1%	-$220	0.16%	37
2024 Q2	$233K	Hold	2,060	–	–	0.17%	36
2024 Q1	$214K	Sell	2,060 -2,000	-49%	-$202K	0.16%	37
2023 Q4	$391K	Buy	4,060 +6	+0.1%	+$534	0.3%	31
2023 Q3	$332K	Buy	4,054 +4	+0.1%	+$343	0.29%	32
2023 Q2	$352K	Buy	4,050 +4	+0.1%	+$315	0.29%	32
2023 Q1	$305K	Buy	4,046 +4	+0.1%	+$275	0.26%	32
2022 Q4	$251K	Buy	+4,042	New	+$257K	0.24%	33

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

PPS&V Asset Management Consultants's XLK Position: Q2 2026 in Review

PPS&V Asset Management Consultants opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,118 shares worth $213K. The stake represents 0.12% of the portfolio and ranks #38 among its holdings. This is a return to the name: PPS&V Asset Management Consultants previously reported a position in XLK as recently as Q3 2025.

PPS&V Asset Management Consultants first reported a position in XLK in Q4 2022 and has held it in 11 quarters since. The position peaked at $391K in Q4 2023. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

PPS&V Asset Management Consultants held 1,118 shares of State Street Technology Select Sector SPDR ETF worth $213K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new PPS&V Asset Management Consultants position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.12% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #38 holding.
PPS&V Asset Management Consultants first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 11 quarters since.
PPS&V Asset Management Consultants's State Street Technology Select Sector SPDR ETF position peaked at $391K in Q4 2023.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.