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

Private Wealth Group’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	$330K	Hold	1,731	–	–	0.13%	59
2026 Q1	$230K	Sell	1,731 -159	-8%	-$22.4K	0.11%	65
2025 Q4	$272K	Hold	1,890	–	–	0.13%	58
2025 Q3	$266K	Hold	1,890	–	–	0.13%	57
2025 Q2	$239K	Buy	+1,890	New	+$210K	0.13%	59
2025 Q1	–	Sell	-4,372	Closed	-$508K	–	68
2024 Q4	$508K	Hold	4,372	–	–	0.25%	44
2024 Q3	$494K	Hold	4,372	–	–	0.25%	45
2024 Q2	$495K	Hold	4,372	–	–	0.26%	44
2024 Q1	$455K	Hold	4,372	–	–	0.24%	45
2023 Q4	$421K	Hold	4,372	–	–	0.24%	45
2023 Q3	$358K	Sell	4,372 -146	-3%	-$12.5K	0.23%	42
2023 Q2	$393K	Buy	4,518 +1,160	+35%	+$91.4K	0.4%	40
2023 Q1	$254K	Hold	3,358	–	–	0.35%	45
2022 Q4	$209K	Buy	+3,358	New	+$213K	0.3%	50

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Group's XLK Position: Q2 2026 in Review

Private Wealth Group held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q2 2026 at 1,731 shares worth $330K. The position accounts for 0.13% of the portfolio, ranked #59.

Private Wealth Group first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $508K in Q4 2024. 2,665 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Private Wealth Group held 1,731 shares of State Street Technology Select Sector SPDR ETF worth $330K as of Q2 2026.
Private Wealth Group left its State Street Technology Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.13% of Private Wealth Group's portfolio in Q2 2026, its #59 holding.
Private Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Private Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $508K in Q4 2024.
2,665 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.