PTM Wealth 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
$29.5M Buy
167,527
+4,122
+3% +$704K 13.27% 2
2026
Q1
$22.4M Sell
163,405
-16,959
-9% -$2.39M 11.84% 3
2025
Q4
$26.1M Buy
180,364
+4,888
+3% +$706K 14.72% 3
2025
Q3
$25.2M Buy
175,476
+3,914
+2% +$518K 15.06% 3
2025
Q2
$22M Buy
171,562
+14,016
+9% +$1.56M 14.59% 3
2025
Q1
$14.2M Buy
+157,546
New +$17.9M 14.89% 2

Other funds holding XLK

PTM Wealth Management's XLK Position: Q2 2026 in Review

PTM Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 2.5% in Q2 2026, buying an estimated $704K and bringing the position to 167,527 shares worth $29.5M. The position accounts for 13.27% of the portfolio, ranked #2.

PTM Wealth Management first reported a position in XLK in Q1 2025 and has held it in 6 quarters since. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • PTM Wealth Management held 167,527 shares of State Street Technology Select Sector SPDR ETF worth $29.5M as of Q2 2026.
  • PTM Wealth Management bought 4,122 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $704K.
  • State Street Technology Select Sector SPDR ETF made up 13.27% of PTM Wealth Management's portfolio in Q2 2026, its #2 holding.
  • PTM Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.