QTR Family Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

QTR Family Wealth’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	$232K	Sell	1,217 -402	-25%	-$68.7K	0.08%	287
2026 Q1	$239K	Buy	1,619 +2	+0.1%	+$282	0.1%	243
2025 Q4	$231K	Sell	1,617 -11	-0.7%	-$1.59K	0.1%	238
2025 Q3	$230K	Hold	1,628	–	–	0.11%	218
2025 Q2	$206K	Buy	+1,628	New	+$181K	0.13%	174

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 22.9% 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

QTR Family Wealth's XLK Position: Q2 2026 in Review

QTR Family Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 25% in Q2 2026, selling an estimated $68.7K and leaving 1,217 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #287.

QTR Family Wealth first reported a position in XLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $239K in Q1 2026. 2,671 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

QTR Family Wealth held 1,217 shares of State Street Technology Select Sector SPDR ETF worth $232K as of Q2 2026.
QTR Family Wealth sold 402 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $68.7K.
State Street Technology Select Sector SPDR ETF made up 0.08% of QTR Family Wealth's portfolio in Q2 2026, its #287 holding.
QTR Family Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
QTR Family Wealth's State Street Technology Select Sector SPDR ETF position peaked at $239K in Q1 2026.
2,671 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.