Private Wealth Asset 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
$2.79M Buy
14,626
+310
+2% +$53K 0.27% 67
2026
Q1
$1.9M Buy
14,316
+1,800
+14% +$254K 0.2% 78
2025
Q4
$1.8M Buy
12,516
+650
+5% +$93.9K 0.2% 78
2025
Q3
$1.67M Buy
11,866
+1,730
+17% +$229K 0.2% 78
2025
Q2
$1.28M Sell
10,136
-566
-5% -$62.8K 0.17% 92
2025
Q1
$1.1M Buy
+10,702
New +$1.21M 0.16% 101

Other funds holding XLK

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

Private Wealth Asset Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.2% in Q2 2026, buying an estimated $53K and bringing the position to 14,626 shares worth $2.79M. The position accounts for 0.27% of the portfolio, ranked #67.

Private Wealth Asset Management first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Private Wealth Asset Management held 14,626 shares of State Street Technology Select Sector SPDR ETF worth $2.79M as of Q2 2026.
  • Private Wealth Asset Management bought 310 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $53K.
  • State Street Technology Select Sector SPDR ETF made up 0.27% of Private Wealth Asset Management's portfolio in Q2 2026, its #67 holding.
  • Private Wealth Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.