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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

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. 1,287 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.
1,287 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.